Cornerstone Planning Group LLC Northern Lts Fd Tr Iv Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
A detailed history of Cornerstone Planning Group LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 4,103 shares of ISMD stock, worth $147,338. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,103
Previous 4,086
0.42%
Holding current value
$147,338
Previous $142 Million
1.11%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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