Institutional shares held 3.63 Million
0 calls
0 puts
Total value of holdings $136M
$0 calls
$0 puts
# of Institutions 62


Latest Institutional Activity in ISMD

Top Purchases

Q2 2024
One Ascent Financial Services LLC Shares Held: 242K ($9.07M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 10K ($377K)
Q2 2024
Cwm, LLC Shares Held: 106K ($3.99M)
Q2 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 480 ($18K)
Q2 2024
Private Trust CO Na Shares Held: 425 ($16K)

Top Sells

Q1 2024
Creative Financial Designs Inc Shares Held: 21.4K ($803K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 61.4K ($2.31M)
Q1 2024
Inspire Advisors, LLC Shares Held: 1.33M ($49.8M)
Q1 2024
Ever Source Wealth Advisors, LLC Shares Held: 37.6K ($1.41M)
Q1 2024
Lvz, Inc. Shares Held: 83.3K ($3.13M)

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