Moneywise, Inc. Northern Lts Fd Tr Iv Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Moneywise, Inc. holds 53,202 shares of BIBL stock, worth $2.05 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

53,202

Previous 44,479 19.61%

Holding current value

$2.05 Million

Previous $1.81 Million 14.49%

% of portfolio

1.11%

Previous 0.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$38.73 - $42.41 $337,841 - $369,942	8,723 Added 19.61%	53,202 $2.07 Million
Q3 2024 Oct 21, 2024	BUY	$36.61 - $40.67 $191,799 - $213,070	5,239 Added 13.35%	44,479 $1.81 Million
Q2 2024 Jul 17, 2024	SELL	$36.1 - $38.73 $1.51 Million - $1.62 Million	-41,821 Reduced 51.59%	39,240 $1.49 Million
Q1 2024 Apr 22, 2024	BUY	$33.96 - $38.91 $1.49 Million - $1.7 Million	43,783 Added 117.45%	81,061 $3.15 Million
Q4 2023 Jan 29, 2024	BUY	$29.25 - $35.1 $1.09 Million - $1.31 Million	37,278 New	37,278 $1.3 Million

Others Institutions Holding BIBL

# of Institutions

124

Shares Held

5.6M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

Ticker BIBL
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