Ever Source Wealth Advisors, LLC Northern Lts Fd Tr Iv Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 37,638 shares of ISMD stock, worth $1.29 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
37,638
Previous 67,449 44.2%
Holding current value
$1.29 Million
Previous $2.43 Million 44.19%
% of portfolio
0.11%
Previous 0.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
SELL
$32.83 - $36.01 $978,695 - $1.07 Million
-29,811 Reduced 44.2%
37,638 $1.36 Million
Q4 2023

Feb 09, 2024
BUY
$28.21 - $35.03 $98,960 - $122,885
3,508 Added 5.49%
67,449 $2.34 Million
Q3 2023

Nov 03, 2023
BUY
$29.93 - $34.22 $23,734 - $27,136
793 Added 1.26%
63,941 $1.94 Million
Q2 2023

Aug 04, 2023
BUY
$29.27 - $32.13 $691,650 - $759,231
23,630 Added 59.8%
63,148 $2.03 Million
Q1 2023

May 11, 2023
BUY
$29.57 - $34.51 $167,129 - $195,050
5,652 Added 16.69%
39,518 $1.23 Million
Q4 2022

Feb 09, 2023
BUY
$29.29 - $31.71 $28,206 - $30,536
963 Added 2.93%
33,866 $1.02 Million
Q3 2022

Nov 07, 2022
BUY
N/A
5,722 Added 21.05%
32,903 $901,000
Q2 2022

Aug 01, 2022
BUY
N/A
105 Added 0.39%
27,181 $776,000
Q1 2022

May 25, 2022
BUY
N/A
26,586 Added 5425.71%
27,076 $899,000
Q4 2021

Feb 07, 2022
BUY
N/A
490 New
490 $17,000

Others Institutions Holding ISMD

# of Institutions
60
Shares Held
3.55M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

ISMD Quotes by TradingView
  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
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