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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$29.72 - $35.6 $29 - $35
1 Added 0.43%
235 $8,000
Q4 2024

Jan 14, 2025
BUY
$36.81 - $40.75 $36 - $40
1 Added 0.43%
234 $8,000
Q3 2024

Oct 21, 2024
BUY
$34.03 - $38.37 $34 - $38
1 Added 0.43%
233 $8,000
Q2 2024

Jul 31, 2024
BUY
$32.98 - $36.17 $32 - $36
1 Added 0.43%
232 $8,000
Q4 2023

Jan 18, 2024
BUY
$28.21 - $35.03 $56 - $70
2 Added 0.87%
231 $8,000
Q2 2023

Aug 08, 2023
BUY
$29.27 - $32.13 $1,639 - $1,799
56 Added 32.37%
229 $7,000
Q4 2022

Jan 26, 2023
BUY
$27.74 - $31.71 $4,799 - $5,485
173 New
173 $5,000

Others Institutions Holding ISMD

# of Institutions
80
Shares Held
3.91M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

ISMD Quotes by TradingView
  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
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