Private Trust CO Na Northern Lts Fd Tr Iv Transaction History

Private Trust CO Na

$905 Million
Q2 2024

A detailed history of Private Trust CO Na transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Private Trust CO Na holds 425 shares of ISMD stock, worth $15,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares

425

Holding current value

$15,725

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$32.98 - $36.17 $14,016 - $15,372	425 New	425 $14,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.45M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$48.9 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$9.94 Million
1.91% of portfolio
One Ascent Financial Services LLC Birmingham, AL

242K
Shares

$8.94 Million
1.17% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$8.73 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$7.91 Million
0.84% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

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