Assetmark, Inc Northern Lts Fd Tr Iv Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Assetmark, Inc holds 288 shares of ISMD stock, worth $10,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares

288

Holding current value

$10,846

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$35.1 - $39.69 $10,108 - $11,430	288 New	288 $11,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.53M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.43M
Shares

$53.9 Million
6.06% of portfolio
Christian Investment Advisors, Inc. New Braunfels, TX

229K
Shares

$8.62 Million
7.15% of portfolio
Inspire Investing, LLC Meridian, ID

222K
Shares

$8.34 Million
0.9% of portfolio
Pax Financial Group, LLC San Antonio, TX

194K
Shares

$7.29 Million
1.53% of portfolio
Lpl Financial LLC Fort Mill, SC

190K
Shares

$7.17 Million
0.0% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
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