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

Sound Financial Strategies Group, LLC

  • $109 Million
  • Q4 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 40,267 shares of ISMD stock, worth $1.49 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
40,267
Previous 41,538 3.06%
Holding current value
$1.49 Million
Previous $1.57 Million 4.07%
% of portfolio
1.38%
Previous 1.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$36.81 - $40.75 $46,785 - $51,793
-1,271 Reduced 3.06%
40,267 $1.51 Million
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
81
Shares Held
3.79M
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
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