Simplicity Wealth,Llc Northern Lts Fd Tr Iv Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,542 shares of ISMD stock, worth $247,353. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,542

Holding current value

$247,353

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$34.03 - $38.37 $222,624 - $251,016	6,542 New	6,542 $247,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.45M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$50 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$10.2 Million
1.91% of portfolio
One Ascent Financial Services LLC Birmingham, AL

242K
Shares

$9.13 Million
1.17% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$8.92 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$8.08 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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