Golden State Equity Partners Northern Lts Fd Tr Iv Transaction History

Golden State Equity Partners

$182 Million
Q3 2024

A detailed history of Golden State Equity Partners transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Golden State Equity Partners holds 2,916 shares of ISMD stock, worth $110,253. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,916

Holding current value

$110,253

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$34.03 - $38.37 $99,231 - $111,886	2,916 New	2,916 $110,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.45M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$50 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$10.2 Million
1.91% of portfolio
One Ascent Financial Services LLC Birmingham, AL

242K
Shares

$9.13 Million
1.17% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$8.92 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$8.08 Million
0.84% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

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Golden State Equity Partners Northern Lts Fd Tr Iv Transaction History