One Ascent Financial Services LLC Northern Lts Fd Tr Iv Transaction History
One Ascent Financial Services LLC
- $905 Million
- Q1 2024
A detailed history of One Ascent Financial Services LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, One Ascent Financial Services LLC holds 161,756 shares of ISMD stock, worth $5.6 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
161,756
Previous 36,754
340.1%
Holding current value
$5.6 Million
Previous $1.28 Million
356.86%
% of portfolio
0.64%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding ISMD
# of Institutions
60Shares Held
3.55MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.33MShares$45.9 Million6.96% of portfolio
-
Pax Financial Group, LLC San Antonio, TX278KShares$9.62 Million2.08% of portfolio
-
Inspire Investing, LLC Meridian, ID272KShares$9.44 Million1.02% of portfolio
-
Creative One Wealth, LLC Overland Park, KS261KShares$9.05 Million0.37% of portfolio
-
Legacy Wealth Asset Management, LLC136KShares$4.73 Million1.52% of portfolio