Raymond James Financial Inc Northern Lts Fd Tr Iv Transaction History

Raymond James Financial Inc

$264 Billion
Q4 2024

A detailed history of Raymond James Financial Inc transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Raymond James Financial Inc holds 7,118 shares of ISMD stock, worth $245,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,118

Holding current value

$245,286

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$36.81 - $40.75 $262,013 - $290,058	7,118 New	7,118 $267,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.81M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.35M
Shares

$46.5 Million
7.03% of portfolio
Creative One Wealth, LLC Overland Park, KS

280K
Shares

$9.63 Million
0.35% of portfolio
One Ascent Financial Services LLC Birmingham, AL

259K
Shares

$8.92 Million
0.83% of portfolio
Pax Financial Group, LLC San Antonio, TX

240K
Shares

$8.28 Million
1.72% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$8.08 Million
1.02% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
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More about ISMD

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Raymond James Financial Inc Northern Lts Fd Tr Iv Transaction History