Schwallier Wealth Management LLC Northern Lts Fd Tr Iv Inspire Transaction History
Schwallier Wealth Management LLC
- $140 Billion
- Q3 2024
A detailed history of Schwallier Wealth Management LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 10,793 shares of IBD stock, worth $254,175. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,793Holding current value
$254,175% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding IBD
# of Institutions
78Shares Held
11.4MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.92MShares$68.7 Million9.54% of portfolio
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Atria Investments LLC Charlotte, NC1.42MShares$33.4 Million0.45% of portfolio
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Ambassador Advisors, LLC Lancaster, PA1.42MShares$33.4 Million6.02% of portfolio
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Creative Financial Designs Inc668KShares$15.7 Million1.39% of portfolio
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Creative One Wealth, LLC Overland Park, KS640KShares$15.1 Million0.56% of portfolio