Legacy Wealth Asset Management, LLC Northern Lts Fd Tr Iv Call Options Transaction History

Legacy Wealth Asset Management, LLC

$337 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$53 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$10.8 Million
1.91% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$9.45 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$8.56 Million
0.84% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$5.44 Million
0.0% of portfolio

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.