Optivise Advisory Services LLC Northern Lts Fd Tr Iv Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

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 6,964 shares of ISMD stock, worth $266,233. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,964

Previous 7,331 5.01%

Holding current value

$266,233

Previous $260 Million 3.9%

% of portfolio

0.16%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$35.1 - $39.69 $12,881 - $14,566	-367 Reduced 5.01%	6,964 $271 Million
Q2 2025 Aug 05, 2025	BUY	$29.72 - $35.6 $5,141 - $6,158	173 Added 2.42%	7,331 $260 Million
Q1 2025 Apr 18, 2025	BUY	$33.87 - $38.9 $16,359 - $18,788	483 Added 7.24%	7,158 $244 Million
Q4 2024 Feb 13, 2025	SELL	$36.81 - $40.75 $33,938 - $37,571	-922 Reduced 12.14%	6,675 $250 Million
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

# of Institutions

Shares Held

3.85M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

Ticker ISMD
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Optivise Advisory Services LLC Northern Lts Fd Tr Iv Transaction History