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Oliver Lagore Vanvalin Investment Group’s Inspire Global Hope ETF BLES Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio BLES Stock Details BLES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$3.65K – 696
2024
Q2 		$3.65K Hold
100
– – ﹤0.01% 537
2024
Q1 		$3.76K Hold
100
– – ﹤0.01% 549
2023
Q4 		$3.57K Hold
100
– – ﹤0.01% 570
2023
Q3 		$3.19K Sell
100
-602
-86% -$20.1K ﹤0.01% 630
2023
Q2 		$23.5K Buy
+702
New +$23K 0.01% 349

Other funds holding BLES

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BLES Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Inspire Global Hope ETF (BLES) in Q3 2024, closing a stake of 100 shares — an estimated $3.65K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BLES in Q2 2023 and held it in 5 quarters. The position peaked at $23.5K in Q2 2023. 56 funds tracked by Wall St. Rank hold BLES as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Inspire Global Hope ETF position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 100 Inspire Global Hope ETF shares in Q3 2024, an estimated $3.65K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Inspire Global Hope ETF in Q2 2023 and held it in 5 quarters.
  • Oliver Lagore Vanvalin Investment Group's Inspire Global Hope ETF position peaked at $23.5K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.