Worth Pointe, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Worth Pointe, LLC

$202 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$22.22 - $23.69 $1.53 Million - $1.64 Million	69,041 Added 168.0%	110,136 $2.6 Million
Q3 2023 Nov 14, 2023	BUY	$22.56 - $23.35 $927,103 - $959,568	41,095 New	41,095 $930,000

Others Institutions Holding IBD

# of Institutions

66

Shares Held

8.96M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

3M
Shares

$70.5 Million
10.27% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.3 Million
6.1% of portfolio
Creative One Wealth, LLC Overland Park, KS

647K
Shares

$15.2 Million
0.6% of portfolio
Inspire Investing, LLC Meridian, ID

622K
Shares

$14.6 Million
1.52% of portfolio
Pax Financial Group, LLC San Antonio, TX

520K
Shares

$12.2 Million
2.54% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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