Procyon Advisors, LLC Northern Lts Fd Tr Iv Transaction History

Procyon Advisors, LLC

$1.34 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 22, 2020	SELL	$21.8 - $24.95 $7,368 - $8,433	-338 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$25.2 - $28.4 $8,517 - $9,599	338 New	338 $10,000

Others Institutions Holding ISMD

# of Institutions

69

Shares Held

3.47M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.29M
Shares

$48 Million
6.56% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$9.99 Million
1.91% of portfolio
One Ascent Financial Services LLC Birmingham, AL

242K
Shares

$8.98 Million
1.17% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$8.77 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

208K
Shares

$7.74 Million
0.85% of portfolio

About NORTHERN LTS FD TR IV

Ticker ISMD
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