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

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 18,495 shares of WWJD stock, worth $550,041. This represents 0.16% of its overall portfolio holdings.

Number of Shares

18,495

Previous 17,873 3.48%

Holding current value

$550,041

Previous $577 Million 7.09%

% of portfolio

0.16%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$28.76 - $32.28 $17,888 - $20,078	622 Added 3.48%	18,495 $536 Million
Q3 2024 Oct 18, 2024	BUY	$28.91 - $32.54 $10,147 - $11,421	351 Added 2.0%	17,873 $577 Million
Q2 2024 Jul 26, 2024	BUY	$28.85 - $31.24 $17,540 - $18,993	608 Added 3.59%	17,522 $516 Million
Q1 2024 Apr 12, 2024	BUY	$28.01 - $30.26 $41,818 - $45,178	1,493 Added 9.68%	16,914 $508 Million
Q4 2023 Jan 12, 2024	SELL	$25.16 - $29.63 $21,989 - $25,896	-874 Reduced 5.36%	15,421 $455 Million
Q3 2023 Oct 05, 2023	BUY	$26.04 - $28.97 $9,374 - $10,429	360 Added 2.26%	16,295 $429 Million
Q2 2023 Jul 13, 2023	BUY	$27.03 - $28.67 $51,978 - $55,132	1,923 Added 13.72%	15,935 $443 Million
Q1 2023 Apr 21, 2023	BUY	$26.08 - $28.62 $808 - $887	31 Added 0.22%	14,012 $388 Million
Q4 2022 Apr 21, 2023	BUY	$22.0 - $26.75 $307,582 - $373,991	13,981 New	13,981 $364 Million

Others Institutions Holding WWJD

# of Institutions

Shares Held

7.47M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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