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

Worth Pointe, LLC

$235 Million
Q3 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

80

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.92M
Shares

$68.6 Million
9.54% of portfolio
Atria Investments LLC Charlotte, NC

1.42M
Shares

$33.3 Million
0.45% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.3 Million
6.02% of portfolio
Inspire Investing, LLC Meridian, ID

830K
Shares

$19.5 Million
2.08% of portfolio
Creative Financial Designs Inc

668K
Shares

$15.7 Million
1.39% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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