Sound Financial Strategies Group, LLC Northern Lts Fd Tr Iv Transaction History
Sound Financial Strategies Group, LLC
- $104 Million
- Q2 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 38,472 shares of ISMD stock, worth $1.42 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
38,472Holding current value
$1.42 Million% of portfolio
1.27%Shares
1 transactions
Others Institutions Holding ISMD
# of Institutions
71Shares Held
3.45MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.32MShares$48.9 Million6.8% of portfolio
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Pax Financial Group, LLC San Antonio, TX269KShares$9.94 Million1.91% of portfolio
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One Ascent Financial Services LLC Birmingham, AL242KShares$8.94 Million1.17% of portfolio
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Creative One Wealth, LLC Overland Park, KS236KShares$8.73 Million0.41% of portfolio
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Inspire Investing, LLC Meridian, ID214KShares$7.91 Million0.84% of portfolio