Winch Advisory Services, LLC Northern Lts Fd Tr Iv Transaction History
Winch Advisory Services, LLC
- $387 Million
- Q2 2025
A detailed history of Winch Advisory Services, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Winch Advisory Services, LLC holds 235 shares of ISMD stock, worth $8,509. This represents 0.0% of its overall portfolio holdings.
Number of Shares
235
Previous 234
0.43%
Holding current value
$8,509
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding ISMD
# of Institutions
80Shares Held
3.91MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.38MShares$50.1 Million5.78% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL316KShares$11.4 Million0.81% of portfolio
-
Christian Investment Advisors, Inc. New Braunfels, TX307KShares$11.1 Million7.55% of portfolio
-
Inspire Investing, LLC Meridian, ID230KShares$8.32 Million0.93% of portfolio
-
Pax Financial Group, LLC San Antonio, TX193KShares$7 Million1.44% of portfolio