Geo Wealth Management, LLC Northern Lts Fd Tr Iv Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1 shares of ISMD stock, worth $38. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$38

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$29.72 - $35.6 $29 - $35	1 New	1 $0

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.99M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.38M
Shares

$52.9 Million
5.78% of portfolio
One Ascent Financial Services LLC Birmingham, AL

461K
Shares

$17.6 Million
3.12% of portfolio
Christian Investment Advisors, Inc. New Braunfels, TX

307K
Shares

$11.7 Million
7.55% of portfolio
Inspire Investing, LLC Meridian, ID

222K
Shares

$8.47 Million
0.9% of portfolio
Pax Financial Group, LLC San Antonio, TX

193K
Shares

$7.39 Million
1.44% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

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