S.A. Mason LLC Northern Lts Fd Tr Iv Transaction History

S.A. Mason LLC

$185 Million
Q1 2025

A detailed history of S.A. Mason LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, S.A. Mason LLC holds 645 shares of ISMD stock, worth $21,052. This represents 0.01% of its overall portfolio holdings.

Number of Shares

645

Holding current value

$21,052

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$33.87 - $38.9 $21,846 - $25,090	645 New	645 $22,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.74M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.3M
Shares

$42.3 Million
5.77% of portfolio
Creative One Wealth, LLC Overland Park, KS

280K
Shares

$9.12 Million
0.35% of portfolio
One Ascent Financial Services LLC Birmingham, AL

269K
Shares

$8.77 Million
0.6% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$7.65 Million
1.02% of portfolio
Pax Financial Group, LLC San Antonio, TX

224K
Shares

$7.31 Million
1.45% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

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