Whitaker Myers Wealth Managers, Ltd. Northern Lts Fd Tr Iv Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $343 Billion
- Q4 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 7,999 shares of ISMD stock, worth $276,765. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,999
Previous 8,701
8.07%
Holding current value
$276,765
Previous $330 Million
8.99%
% of portfolio
0.09%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding ISMD
# of Institutions
81Shares Held
3.81MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.35MShares$46.7 Million7.03% of portfolio
-
Creative One Wealth, LLC Overland Park, KS280KShares$9.67 Million0.35% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL259KShares$8.95 Million0.83% of portfolio
-
Pax Financial Group, LLC San Antonio, TX240KShares$8.32 Million1.72% of portfolio
-
Inspire Investing, LLC Meridian, ID234KShares$8.11 Million1.02% of portfolio