Wealth Quarterback LLC Northern Lts Fd Tr Iv Inspire Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 17, 2021	SELL	$26.1 - $26.52 $12,710 - $12,915	-487 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$25.87 - $26.29 $12,598 - $12,803	487 New	487 $13,000

Others Institutions Holding IBD

# of Institutions

80

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.92M
Shares

$68.6 Million
9.54% of portfolio
Atria Investments LLC Charlotte, NC

1.42M
Shares

$33.3 Million
0.45% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.3 Million
6.02% of portfolio
Inspire Investing, LLC Meridian, ID

830K
Shares

$19.5 Million
2.08% of portfolio
Creative Financial Designs Inc

668K
Shares

$15.7 Million
1.39% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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