Purchases and Sales Made in Q3 2024 in Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD) during Q3 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-815- 18.99% |
$23.6K - $26.5K
|
3.48K
$104K
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.03K- 23.62% |
$58.5K - $65.9K
|
6.55K
$195K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.2K- 35.33% |
$63.5K - $71.5K
|
4.02K
$120K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.63K- 19.15% |
$76K - $85.5K
|
11.1K
$331K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.03K- 0.65% |
$116K - $131K
|
619K
$18.4M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.85K- 18.36% |
$140K - $158K
|
21.6K
$642K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.48K- 30.54% |
$158K - $178K
|
12.5K
$371K
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.5K- 5.71% |
$188K - $211K
|
107K
$3.19M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.74K- 8.11% |
$253K - $284K
|
99K
$2.95M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.47K- 23.08% |
$274K - $308K
|
31.6K
$940K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21.9K- 12.63% |
$633K - $712K
|
151K
$4.51M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-29.1K- 4.31% |
$842K - $947K
|
646K
$19.2M
|