Cornerstone Planning Group LLC Northern Lts Fd Tr Iv Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 4,115 shares of ISMD stock, worth $155,588. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,115
Previous 4,103
0.29%
Holding current value
$155,588
Previous $143 Million
7.54%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding ISMD
# of Institutions
71Shares Held
3.45MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.32MShares$50 Million6.8% of portfolio
-
Pax Financial Group, LLC San Antonio, TX269KShares$10.2 Million1.91% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL242KShares$9.13 Million1.17% of portfolio
-
Creative One Wealth, LLC Overland Park, KS236KShares$8.92 Million0.41% of portfolio
-
Inspire Investing, LLC Meridian, ID214KShares$8.08 Million0.84% of portfolio