Texas Capital Bank Wealth Management Services Inc Northern Lts Fd Tr Iv Transaction History

Texas Capital Bank Wealth Management Services Inc

$969 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$28.41 - $36.39 $185,091 - $237,080	-6,515 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$37.3 - $46.5 $243,009 - $302,947	6,515 New	6,515 $257,000

Others Institutions Holding BIBL

# of Institutions

124

Shares Held

5.55M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

928K
Shares

$33.3 Million
5.01% of portfolio
Bare Financial Services, Inc Gap, PA

410K
Shares

$14.7 Million
6.41% of portfolio
Lpl Financial LLC Fort Mill, SC

389K
Shares

$14 Million
0.01% of portfolio
Christian Investment Advisors, Inc. New Braunfels, TX

332K
Shares

$11.9 Million
9.37% of portfolio
Creative One Wealth, LLC Overland Park, KS

206K
Shares

$7.39 Million
0.27% of portfolio

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About NORTHERN LTS FD TR IV

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