Worth Pointe, LLC Northern Lts Fd Tr Iv Transaction History

Worth Pointe, LLC

$357 Million
Q4 2025

A detailed history of Worth Pointe, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Worth Pointe, LLC holds 54,968 shares of ISMD stock, worth $2.05 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

54,968

Holding current value

$2.05 Million

% of portfolio

0.57%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$37.19 - $39.32 $2.04 Million - $2.16 Million	54,968 New	54,968 $2.05 Million
Q4 2023 Feb 12, 2024	BUY	$28.21 - $35.03 $530,545 - $658,809	18,807 Added 140.09%	32,232 $1.12 Million
Q3 2023 Nov 14, 2023	BUY	$29.93 - $34.22 $401,810 - $459,403	13,425 New	13,425 $407,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.75M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.43M
Shares

$53.3 Million
6.06% of portfolio
Christian Investment Advisors, Inc. New Braunfels, TX

229K
Shares

$8.53 Million
7.15% of portfolio
Inspire Investing, LLC Meridian, ID

222K
Shares

$8.26 Million
0.9% of portfolio
Lpl Financial LLC Fort Mill, SC

200K
Shares

$7.47 Million
0.0% of portfolio
Pax Financial Group, LLC San Antonio, TX

194K
Shares

$7.21 Million
1.53% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

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