Whitaker Myers Wealth Managers, Ltd. Northern Lts Fd Tr Iv Transaction History

Whitaker Myers Wealth Managers, Ltd.

$301 Billion
Q3 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 20,991 shares of BIBL stock, worth $871,966. This represents 0.28% of its overall portfolio holdings.

Number of Shares

20,991

Previous 20,852 0.67%

Holding current value

$871,966

Previous $792 Million 7.8%

% of portfolio

0.28%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$36.61 - $40.67 $5,088 - $5,653	139 Added 0.67%	20,991 $854 Million
Q2 2024 Jul 26, 2024	BUY	$36.1 - $38.73 $12,165 - $13,052	337 Added 1.64%	20,852 $792 Million
Q1 2024 Apr 12, 2024	BUY	$33.96 - $38.91 $9,474 - $10,855	279 Added 1.38%	20,515 $798 Million
Q4 2023 Jan 12, 2024	SELL	$29.25 - $35.1 $16,877 - $20,252	-577 Reduced 2.77%	20,236 $706 Million
Q3 2023 Oct 05, 2023	BUY	$30.99 - $34.19 $7,375 - $8,137	238 Added 1.16%	20,813 $651 Million
Q2 2023 Jul 13, 2023	BUY	$30.11 - $32.89 $2,438 - $2,664	81 Added 0.4%	20,575 $677 Million
Q1 2023 Apr 21, 2023	BUY	$29.64 - $33.28 $11,055 - $12,413	373 Added 1.85%	20,494 $644 Million
Q4 2022 Apr 21, 2023	BUY	$27.13 - $31.84 $545,882 - $640,652	20,121 New	20,121 $602 Million

Others Institutions Holding BIBL

# of Institutions

104

Shares Held

4.75M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

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Whitaker Myers Wealth Managers, Ltd. Northern Lts Fd Tr Iv Transaction History