A detailed history of Trek Financial, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Trek Financial, LLC holds 9,969 shares of IBD stock, worth $236,364. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,969
Previous 13,484 26.07%
Holding current value
$236,364
Previous $324,000 28.09%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$23.42 - $24.2 $82,321 - $85,063
-3,515 Reduced 26.07%
9,969 $233,000
Q3 2024

Nov 14, 2024

BUY
$23.25 - $24.3 $313,503 - $327,661
13,484 New
13,484 $324,000

Others Institutions Holding IBD

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
Track This Portfolio

Track Trek Financial, LLC Portfolio

Follow Trek Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.