Institutional shares held 3.27 Million
0 calls
0 puts
Total value of holdings $123M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in ISMD

Top Purchases

Q4 2024
Winch Advisory Services, LLC Shares Held: 234 ($8.78K)
Q3 2024
Gts Securities LLC Shares Held: 41.4K ($1.55M)
Q3 2024
Inspire Advisors, LLC Shares Held: 1.32M ($49.6M)
Q3 2024
Lpl Financial LLC Shares Held: 158K ($5.94M)
Q3 2024
Ubs Group Ag Shares Held: 53.7K ($2.01M)

Top Sells

Q4 2024
Whitaker Myers Wealth Managers, Ltd. Shares Held: 8K ($300K)
Q4 2024
Legacy Wealth Asset Management, LLC Shares Held: 143K ($5.34M)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 5.75K ($216K)
Q3 2024
Cwm, LLC Shares Held: 55.4K ($2.08M)
Q3 2024
Ever Source Wealth Advisors, LLC Shares Held: 35.8K ($1.34M)

About ISMD

Track Institutional and Insider Activities on ISMD

Follow NORTHERN LTS FD TR IV and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells ISMD shares.

Notify only if

Insider Trading

Get notified when an Northern Lts Fd Tr Iv insider buys or sells ISMD shares.

Notify only if

News

Receive news related to NORTHERN LTS FD TR IV

Track Activities on ISMD