Whitaker Myers Wealth Managers, Ltd. Northern Lts Fd Tr Iv Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 8,110 shares of ISMD stock, worth $291,230. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,110
Previous 7,873
3.01%
Holding current value
$291,230
Previous $283 Million
0.93%
% of portfolio
0.1%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding ISMD
# of Institutions
68Shares Held
3.47MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.29MShares$46.4 Million6.56% of portfolio
-
Pax Financial Group, LLC San Antonio, TX269KShares$9.65 Million1.91% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL242KShares$8.67 Million1.17% of portfolio
-
Creative One Wealth, LLC Overland Park, KS236KShares$8.47 Million0.41% of portfolio
-
Inspire Investing, LLC Meridian, ID208KShares$7.48 Million0.85% of portfolio