Srs Capital Advisors, Inc. Northern Lts Fd Tr Iv Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 5,656 shares of ISMD stock, worth $217,360. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,656

Holding current value

$217,360

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$36.81 - $40.75 $208,197 - $230,482	5,656 New	5,656 $212,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.36M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$50.8 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

255K
Shares

$9.81 Million
1.82% of portfolio
Creative One Wealth, LLC Overland Park, KS

244K
Shares

$9.38 Million
0.34% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$9.01 Million
1.02% of portfolio
Lpl Financial LLC Fort Mill, SC

158K
Shares

$6.08 Million
0.0% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

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Srs Capital Advisors, Inc. Northern Lts Fd Tr Iv Transaction History