Ever Source Wealth Advisors, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,651 shares of BLES stock, worth $604,128. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,651
Previous 21,504 27.22%
Holding current value
$604,128
Previous $849,000 31.92%
% of portfolio
0.03%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$36.95 - $39.5 $216,268 - $231,193
-5,853 Reduced 27.22%
15,651 $578,000
Q3 2024

Nov 08, 2024
SELL
$35.93 - $39.64 $2,083 - $2,299
-58 Reduced 0.27%
21,504 $849,000
Q2 2024

Aug 13, 2024
BUY
$35.55 - $38.08 $158,304 - $169,570
4,453 Added 26.03%
21,562 $787,000
Q1 2024

Jun 11, 2024
BUY
$34.22 - $37.59 $257,471 - $282,827
7,524 Added 78.5%
17,109 $643,000
Q4 2023

Feb 09, 2024
BUY
$30.16 - $35.84 $262,271 - $311,664
8,696 Added 978.18%
9,585 $342,000
Q3 2023

Nov 03, 2023
SELL
$31.54 - $34.88 $19,586 - $21,660
-621 Reduced 41.13%
889 $28,000
Q2 2023

Aug 04, 2023
SELL
$31.81 - $33.75 $12,628 - $13,398
-397 Reduced 20.82%
1,510 $50,000
Q1 2023

May 11, 2023
SELL
$31.16 - $34.46 $2,337 - $2,584
-75 Reduced 3.78%
1,907 $62,000
Q3 2022

Nov 07, 2022
SELL
$27.63 - $33.51 $19,700 - $23,892
-713 Reduced 26.46%
1,982 $55,000
Q2 2022

Aug 01, 2022
BUY
$29.83 - $36.25 $9,008 - $10,947
302 Added 12.62%
2,695 $81,000
Q1 2022

May 25, 2022
SELL
$33.32 - $37.97 $8,596 - $9,796
-258 Reduced 9.73%
2,393 $86,000
Q4 2021

Feb 07, 2022
BUY
$36.1 - $40.85 $95,701 - $108,293
2,651 New
2,651 $101,000

Others Institutions Holding BLES

# of Institutions
63
Shares Held
2.17M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

BLES Quotes by TradingView
  • Ticker BLES
  • Sector ETFs
  • Industry ETFs
More about BLES
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