Wealth Quarterback LLC Northern Lts Fd Tr Iv Transaction History

Wealth Quarterback LLC

$176 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 17, 2021	SELL	$41.88 - $45.66 $10,134 - $11,049	-242 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$39.42 - $42.67 $9,539 - $10,326	242 New	242 $11,000

Others Institutions Holding BIBL

# of Institutions

109

Shares Held

4.89M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

945K
Shares

$38.3 Million
5.27% of portfolio
Bare Financial Services, Inc Gap, PA

438K
Shares

$17.8 Million
9.0% of portfolio
Lpl Financial LLC Fort Mill, SC

339K
Shares

$13.7 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

255K
Shares

$10.3 Million
0.49% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

195K
Shares

$7.89 Million
0.08% of portfolio

About NORTHERN LTS FD TR IV

Ticker BIBL
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