A detailed history of Atria Wealth Solutions, Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,593 shares of IBD stock, worth $203,396. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,593
Previous 45,336 81.05%
Holding current value
$203,396
Previous $1.06 Million 81.2%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$23.04 - $23.52 $846,558 - $864,195
-36,743 Reduced 81.05%
8,593 $200,000
Q1 2024

May 13, 2024

BUY
$23.26 - $23.99 $29,679 - $30,611
1,276 Added 2.9%
45,336 $1.06 Million
Q4 2023

Feb 02, 2024

SELL
$22.22 - $23.69 $14,687 - $15,659
-661 Reduced 1.48%
44,060 $1.04 Million
Q3 2023

Nov 08, 2023

SELL
$22.56 - $23.35 $88,096 - $91,181
-3,905 Reduced 8.03%
44,721 $1.01 Million
Q2 2023

Aug 03, 2023

BUY
$23.0 - $23.5 $86,733 - $88,618
3,771 Added 8.41%
48,626 $1.12 Million
Q1 2023

Aug 22, 2023

BUY
$22.81 - $23.65 $9,967 - $10,335
437 Added 0.9%
49,063 $1.15 Million
Q1 2023

Jun 14, 2023

SELL
$22.81 - $23.65 $95,984 - $99,519
-4,208 Reduced 8.58%
44,855 $1.05 Million
Q1 2023

May 10, 2023

BUY
$22.81 - $23.65 $95,984 - $99,519
4,208 Added 9.38%
49,063 $1.15 Million
Q4 2022

Aug 30, 2023

SELL
$22.24 - $23.31 $83,867 - $87,902
-3,771 Reduced 7.76%
44,855 $1.03 Million
Q4 2022

Feb 13, 2023

BUY
$22.24 - $23.31 $169,335 - $177,482
7,614 Added 20.45%
44,855 $1.03 Million
Q3 2022

Nov 14, 2022

BUY
$22.52 - $23.95 $9,751 - $10,370
433 Added 1.18%
37,241 $844,000
Q2 2022

Aug 15, 2022

BUY
$22.99 - $24.35 $14,345 - $15,194
624 Added 1.72%
36,808 $861,000
Q1 2022

May 16, 2022

BUY
$24.2 - $25.67 $875,652 - $928,843
36,184 New
36,184 $882,000

Others Institutions Holding IBD

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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