Institute For Wealth Management, Llc. Northern Lts Fd Tr Iv Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding ISMD
# of Institutions
81Shares Held
3.57MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.3MShares$44.2 Million5.77% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL269KShares$9.16 Million0.6% of portfolio
-
Pax Financial Group, LLC San Antonio, TX224KShares$7.64 Million1.45% of portfolio
-
Inspire Investing, LLC Meridian, ID223KShares$7.61 Million0.94% of portfolio
-
Lpl Financial LLC Fort Mill, SC175KShares$5.96 Million0.0% of portfolio