Gateway Wealth Partners, LLC Northern Lts Fd Tr Iv Transaction History

Gateway Wealth Partners, LLC

$363 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$29.93 - $34.22 $108,705 - $124,287	3,632 Added 47.03%	11,355 $345 Million
Q2 2023 Aug 14, 2023	BUY	$29.27 - $32.13 $226,052 - $248,139	7,723 New	7,723 $248 Million

Others Institutions Holding ISMD

# of Institutions

71

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$50 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$10.2 Million
1.91% of portfolio
One Ascent Financial Services LLC Birmingham, AL

242K
Shares

$9.13 Million
1.17% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$8.92 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$8.08 Million
0.84% of portfolio

About NORTHERN LTS FD TR IV

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