Schwallier Wealth Management LLC NORTHERN LTS FD TR IV Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024
Number of Shares
1,997
Previous 1,228 62.62%
Holding current value
$426 Million
Previous $262 Million 62.45%
% of portfolio
0.32%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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