Harvest Investment Services, LLC Northern Lts Fd Tr Iv Transaction History

Harvest Investment Services, LLC

$247 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$17.47 - $25.13 $200,590 - $288,542	-11,482 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$16.4 - $28.76 $188,304 - $330,222	11,482 New	11,482 $221,000

Others Institutions Holding ISMD

# of Institutions

71

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

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

About NORTHERN LTS FD TR IV

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