Sound Financial Strategies Group, LLC Northern Lts Fd Tr Iv Transaction History

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 41,538 shares of ISMD stock, worth $1.58 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
41,538
Previous 38,472 7.97%
Holding current value
$1.58 Million
Previous $1.33 Million 18.17%
% of portfolio
1.38%
Previous 1.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$34.03 - $38.37 $104,335 - $117,642
3,066 Added 7.97%
41,538 $1.57 Million
Q2 2024

Aug 12, 2024
BUY
$32.98 - $36.17 $1.27 Million - $1.39 Million
38,472 New
38,472 $1.33 Million

Others Institutions Holding ISMD

# of Institutions
70
Shares Held
3.27M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

ISMD Quotes by TradingView
  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email