Trek Financial, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Trek Financial, LLC

  • $1.54 Billion
  • Q3 2025

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 15,086 shares of IBD stock, worth $363,270. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,086
Previous 12,420 21.47%
Holding current value
$363,270
Previous $298,000 22.15%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$23.8 - $24.29 $63,450 - $64,757
2,666 Added 21.47%
15,086 $364,000
Q2 2025

Aug 13, 2025
BUY
$23.33 - $24.01 $16,424 - $16,903
704 Added 6.01%
12,420 $298,000
Q1 2025

Apr 30, 2025
BUY
$23.28 - $23.95 $40,670 - $41,840
1,747 Added 17.52%
11,716 $278,000
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

# of Institutions
99
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email