Geo Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$25.57 - $25.9 $302,441 - $306,345	-11,828 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$25.53 - $25.86 $301,968 - $305,872	11,828 New	11,828 $304,000

Others Institutions Holding IBD

# of Institutions

89

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.98M
Shares

$70.3 Million
9.68% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.44M
Shares

$34.1 Million
6.15% of portfolio
Christian Investment Advisors, Inc. New Braunfels, TX

877K
Shares

$20.7 Million
14.52% of portfolio
Atria Investments LLC Charlotte, NC

704K
Shares

$16.6 Million
0.22% of portfolio
Creative Financial Designs Inc

680K
Shares

$16.1 Million
1.33% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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