Wells Fargo & Company Northern Lts Fd Tr Iv Inspire Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$23.25 - $24.3 $23 - $24	-1 Closed	0 $0
Q2 2024 Aug 13, 2024	BUY	$23.04 - $23.52 $23 - $23	1 New	1 $0
Q1 2024 May 10, 2024	BUY	$23.26 - $23.99 $0 - $0	0 New	0 $0
Q4 2023 Feb 09, 2024	BUY	$22.22 - $23.69 $0 - $0	0 New	0 $0
Q3 2023 Nov 13, 2023	SELL	$22.56 - $23.35 $22 - $23	-1 Closed	0 $0
Q2 2023 Aug 15, 2023	BUY	$23.0 - $23.5 $23 - $23	1 New	1 $0
Q1 2023 May 12, 2023	SELL	$22.81 - $23.65 $22 - $23	-1 Closed	0 $0
Q2 2022 Aug 12, 2022	BUY	$22.99 - $24.35 $22 - $24	1 New	1 $0
Q1 2022 May 16, 2022	SELL	$24.2 - $25.67 $24 - $25	-1 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$26.1 - $26.52 $26 - $26	1 New	1 $0
Q2 2021 Aug 16, 2021	SELL	$25.87 - $26.29 $25 - $26	-1 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$24.15 - $26.52 $24 - $26	1 New	1 $0
Q1 2020 May 14, 2020	BUY	$22.03 - $26.32 $0 - $0	0 New	0 $0

Others Institutions Holding IBD

# of Institutions

82

Shares Held

11.6M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.92M
Shares

$68.8 Million
9.54% of portfolio
Atria Investments LLC Charlotte, NC

1.42M
Shares

$33.4 Million
0.45% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.4 Million
6.02% of portfolio
Creative Financial Designs Inc

668K
Shares

$15.7 Million
1.39% of portfolio
Creative One Wealth, LLC Overland Park, KS

640K
Shares

$15.1 Million
0.56% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
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