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 17,522 shares of WWJD stock, worth $526,886. This represents 0.19% of its overall portfolio holdings.

Number of Shares
17,522
Previous 16,914 3.59%
Holding current value
$526,886
Previous $508 Million 1.66%
% of portfolio
0.19%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.76 - $26.75 $332,188 - $373,991
13,981 New
13,981 $364 Million

Others Institutions Holding WWJD

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker WWJD
  • Sector ETFs
  • Industry ETFs
More about WWJD
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.