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

Legacy Wealth Asset Management, LLC

  • $337 Million
  • Q3 2024

A detailed history of Legacy Wealth Asset Management, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 148,746 shares of WWJD stock, worth $4.36 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
148,746
Previous 144,716 2.78%
Holding current value
$4.36 Million
Previous $4.26 Million 12.69%
% of portfolio
1.43%
Previous 1.31%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$28.91 - $32.54 $116,507 - $131,136
4,030 Added 2.78%
148,746 $4.8 Million
Q2 2024

Aug 14, 2024
BUY
$28.85 - $31.24 $187,294 - $202,810
6,492 Added 4.7%
144,716 $4.26 Million
Q1 2024

Apr 19, 2024
BUY
$28.01 - $30.26 $246,095 - $265,864
8,786 Added 6.79%
138,224 $4.15 Million
Q4 2023

Jan 10, 2024
BUY
$25.16 - $29.63 $146,506 - $172,535
5,823 Added 4.71%
129,438 $3.82 Million
Q3 2023

Oct 31, 2023
BUY
$26.04 - $28.97 $71,844 - $79,928
2,759 Added 2.28%
123,615 $3.26 Million
Q2 2023

Aug 04, 2023
SELL
$27.03 - $28.67 $70,791 - $75,086
-2,619 Reduced 2.12%
120,856 $3.36 Million
Q1 2023

Apr 21, 2023
BUY
$26.08 - $28.62 $573 - $629
22 Added 0.02%
123,475 $3.42 Million
Q4 2022

Feb 02, 2023
BUY
$22.0 - $26.75 $71,214 - $86,589
3,237 Added 2.69%
123,453 $3.22 Million
Q3 2022

Oct 14, 2022
BUY
$22.04 - $26.81 $97,306 - $118,366
4,415 Added 3.81%
120,216 $2.66 Million
Q2 2022

Jul 19, 2022
BUY
$24.88 - $29.98 $164,058 - $197,688
6,594 Added 6.04%
115,801 $2.88 Million
Q1 2022

May 12, 2022
BUY
$27.26 - $31.68 $172,337 - $200,280
6,322 Added 6.14%
109,207 $3.23 Million
Q4 2021

Feb 10, 2022
BUY
$29.95 - $35.88 $480,427 - $575,551
16,041 Added 18.47%
102,885 $3.21 Million
Q3 2021

Oct 19, 2021
BUY
$33.55 - $36.05 $159,563 - $171,453
4,756 Added 5.79%
86,844 $2.96 Million
Q2 2021

Jul 14, 2021
BUY
$33.12 - $36.69 $69,982 - $77,525
2,113 Added 2.64%
82,088 $2.87 Million
Q1 2021

Apr 20, 2021
BUY
$30.73 - $33.36 $34,755 - $37,730
1,131 Added 1.43%
79,975 $2.61 Million
Q4 2020

Mar 25, 2021
BUY
$24.31 - $31.14 $1.92 Million - $2.46 Million
78,844 New
78,844 $2.44 Million

Others Institutions Holding WWJD

# of Institutions
73
Shares Held
7.41M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

WWJD Quotes by TradingView
  • Ticker WWJD
  • Sector ETFs
  • Industry ETFs
More about WWJD
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email