Sound Financial Strategies Group, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Sound Financial Strategies Group, LLC
- $111 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding GLRY
# of Institutions
33Shares Held
1.71MCall Options Held
0Put Options Held
0-
Ambassador Advisors, LLC Lancaster, PA778KShares$26.3 Million4.2% of portfolio
-
Creative Financial Designs Inc309KShares$10.5 Million0.79% of portfolio
-
Inspire Advisors, LLC Meridian, ID177KShares$6 Million0.67% of portfolio
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One Ascent Financial Services LLC Birmingham, AL135KShares$4.56 Million0.25% of portfolio
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Pfg Advisors61.3KShares$2.07 Million0.07% of portfolio