Institute For Wealth Management, Llc. Northern Lts Fd Tr Iv Call Options Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ISMD

# of Institutions

78

Shares Held

4.01M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.43M
Shares

$54.7 Million
6.06% 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

About NORTHERN LTS FD TR IV

Ticker ISMD
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