Whitaker Myers Wealth Managers, Ltd. NORTHERN LTS FD TR IV Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $459 Billion
  • Q3 2025
Number of Shares
1,823
Previous 1,675 8.84%
Holding current value
$454 Million
Previous $384 Million 18.25%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
N/A
148 Added 8.84%
1,823 $454 Million
Q2 2025

Jul 07, 2025
BUY
N/A
41 Added 2.51%
1,675 $384 Million
Q1 2025

Apr 14, 2025
BUY
N/A
1,634 New
1,634 $336 Million
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