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	$25.16 - $29.63 $420,624 - $495,354	16,718 Added 93.67%	34,565 $1.02 Million
Q3 2023 Nov 14, 2023	BUY	$26.04 - $28.97 $464,735 - $517,027	17,847 New	17,847 $470,000

Others Institutions Holding WWJD

# of Institutions

72

Shares Held

7.41M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.93M
Shares

$87.3 Million
12.85% of portfolio
Pax Financial Group, LLC San Antonio, TX

646K
Shares

$19.2 Million
3.93% of portfolio
Ambassador Advisors, LLC Lancaster, PA

619K
Shares

$18.4 Million
3.53% of portfolio
Inspire Investing, LLC Meridian, ID

452K
Shares

$13.5 Million
1.52% of portfolio
Creative One Wealth, LLC Overland Park, KS

433K
Shares

$12.9 Million
0.51% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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