New Edge Advisors, LLC Northern Lts Fd Tr Iv Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$27.74 - $31.71 $38,142 - $43,601	1,375 New	1,375 $41,000

Others Institutions Holding ISMD

# of Institutions

76

Shares Held

3.46M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.35M
Shares

$51.2 Million
7.03% of portfolio
Pax Financial Group, LLC San Antonio, TX

255K
Shares

$9.69 Million
1.82% of portfolio
Creative One Wealth, LLC Overland Park, KS

244K
Shares

$9.27 Million
0.34% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$8.9 Million
1.02% of portfolio
Lpl Financial LLC Fort Mill, SC

158K
Shares

$6.01 Million
0.0% of portfolio

About NORTHERN LTS FD TR IV

Ticker ISMD
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