Summit Wealth Group LLC / CO Northern Lts Fd Tr Iv Inspire Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$23.33 - $24.01 $642,508 - $661,235	27,540 New	27,540 $664 Million

Others Institutions Holding IBD

# of Institutions

99

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

3.09M
Shares

$74.3 Million
8.11% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.5M
Shares

$36 Million
6.08% of portfolio
Creative Financial Designs Inc

938K
Shares

$22.6 Million
1.65% of portfolio
Bare Financial Services, Inc Gap, PA

674K
Shares

$16.2 Million
4.86% of portfolio
Inspire Investing, LLC Meridian, ID

661K
Shares

$15.9 Million
1.67% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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