Schwallier Wealth Management LLC Northern Lts Fd Tr Iv Inspire Transaction History

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 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 10,244 shares of WWJD stock, worth $316,539. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,244
Previous 8,046 27.32%
Holding current value
$316,539
Previous $242 Million 24.95%
% of portfolio
0.25%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$28.85 - $31.24 $63,412 - $68,665
2,198 Added 27.32%
10,244 $302 Million
Q1 2024

May 14, 2024
BUY
$28.01 - $30.26 $225,368 - $243,471
8,046 New
8,046 $242 Million

Others Institutions Holding WWJD

# of Institutions
78
Shares Held
7.66M
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
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