A detailed history of Optivise Advisory Services LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Optivise Advisory Services LLC holds 7,597 shares of ISMD stock, worth $301,904. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,597
Holding current value
$301,904
% of portfolio
0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$34.03 - $38.37 $258,525 - $291,496
7,597 New
7,597 $288 Million
Q2 2024

Nov 14, 2024

SELL
$32.98 - $36.17 $51,118 - $56,063
-1,550 Reduced 20.4%
6,047 $209 Million

Others Institutions Holding ISMD

About NORTHERN LTS FD TR IV


  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
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