Schwallier Wealth Management LLC NORTHERN LTS FD TR IV Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025
Number of Shares
2,644
Previous 2,446 8.09%
Holding current value
$659 Million
Previous $561 Million 17.49%
% of portfolio
0.41%
Previous 0.34%

Shares

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

Nov 14, 2025
BUY
N/A
198 Added 8.09%
2,644 $659 Million
Q2 2025

Aug 14, 2025
BUY
N/A
22 Added 0.91%
2,446 $561 Million
Q1 2025

Aug 14, 2025
BUY
N/A
427 Added 21.38%
2,424 $498 Million
Q4 2024

Feb 14, 2025
BUY
N/A
769 Added 62.62%
1,997 $426 Million
Q3 2024

Nov 07, 2024
BUY
N/A
1,228 New
1,228 $262 Million
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