Whitaker Myers Wealth Managers, Ltd. Northern Lts Fd Tr Iv Call Options Transaction History

Whitaker Myers Wealth Managers, Ltd.

$357 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ISMD

# of Institutions

83

Shares Held

3.85M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.35M
Shares

$46.1 Million
7.03% of portfolio
Creative One Wealth, LLC Overland Park, KS

280K
Shares

$9.56 Million
0.35% of portfolio
One Ascent Financial Services LLC Birmingham, AL

259K
Shares

$8.85 Million
0.83% of portfolio
Pax Financial Group, LLC San Antonio, TX

240K
Shares

$8.22 Million
1.72% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$8.02 Million
1.02% of portfolio

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.