Family Wealth Partners, LLC Northern Lts Fd Tr Iv Transaction History

Family Wealth Partners, LLC

$267 Billion
Q3 2025

A detailed history of Family Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Family Wealth Partners, LLC holds 6,150 shares of ISMD stock, worth $229,149. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,150

Holding current value

$229,149

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$35.1 - $39.69 $215,865 - $244,093	6,150 New	6,150 $239 Million

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.59M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.43M
Shares

$53.3 Million
6.06% of portfolio
Christian Investment Advisors, Inc. New Braunfels, TX

229K
Shares

$8.53 Million
7.15% of portfolio
Inspire Investing, LLC Meridian, ID

222K
Shares

$8.26 Million
0.9% of portfolio
Lpl Financial LLC Fort Mill, SC

200K
Shares

$7.47 Million
0.0% of portfolio
Pax Financial Group, LLC San Antonio, TX

194K
Shares

$7.21 Million
1.53% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

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Family Wealth Partners, LLC Northern Lts Fd Tr Iv Transaction History