Financial Advocates Investment Management Northern Lts Fd Tr Iv Transaction History
Financial Advocates Investment Management
- $1.59 Billion
- Q2 2024
A detailed history of Financial Advocates Investment Management transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Financial Advocates Investment Management holds 29,838 shares of ISMD stock, worth $1.11 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
29,838
Previous 29,905
0.22%
Holding current value
$1.11 Million
Previous $1.08 Million
4.0%
% of portfolio
0.07%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding ISMD
# of Institutions
68Shares Held
3.47MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.29MShares$47.9 Million6.56% of portfolio
-
Pax Financial Group, LLC San Antonio, TX269KShares$9.97 Million1.91% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL242KShares$8.97 Million1.17% of portfolio
-
Creative One Wealth, LLC Overland Park, KS236KShares$8.76 Million0.41% of portfolio
-
Inspire Investing, LLC Meridian, ID208KShares$7.74 Million0.85% of portfolio