Envestnet Portfolio Solutions, Inc. Northern Lts Fd Tr Iv Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,999 shares of ISMD stock, worth $295,963. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,999
Previous 10,034
20.28%
Holding current value
$295,963
Previous $347,000
12.68%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ISMD
# of Institutions
71Shares Held
3.45MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.32MShares$48.9 Million6.8% of portfolio
-
Pax Financial Group, LLC San Antonio, TX269KShares$9.94 Million1.91% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL242KShares$8.94 Million1.17% of portfolio
-
Creative One Wealth, LLC Overland Park, KS236KShares$8.73 Million0.41% of portfolio
-
Inspire Investing, LLC Meridian, ID214KShares$7.91 Million0.84% of portfolio