Captrust Financial Advisors Northern Lts Fd Tr Iv Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
A detailed history of Captrust Financial Advisors transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Captrust Financial Advisors holds 12,743 shares of ISMD stock, worth $485,253. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,743
Previous 12,741
0.02%
Holding current value
$485,253
Previous $458,000
3.71%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding ISMD
# of Institutions
68Shares Held
3.47MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.29MShares$49.2 Million6.56% of portfolio
-
Pax Financial Group, LLC San Antonio, TX269KShares$10.2 Million1.91% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL242KShares$9.2 Million1.17% of portfolio
-
Creative One Wealth, LLC Overland Park, KS236KShares$8.98 Million0.41% of portfolio
-
Inspire Investing, LLC Meridian, ID208KShares$7.93 Million0.85% of portfolio