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

Sound Financial Strategies Group, LLC

$106 Million
Q1 2025

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 47,157 shares of ISMD stock, worth $1.61 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

47,157

Previous 40,267 17.11%

Holding current value

$1.61 Million

Previous $1.51 Million 6.49%

% of portfolio

1.52%

Previous 1.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$33.87 - $38.9 $233,364 - $268,021	6,890 Added 17.11%	47,157 $1.61 Million
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

Shares Held

3.57M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

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