Altus Wealth Group LLC Northern Lts Fd Tr Iv Transaction History

Altus Wealth Group LLC

$221 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$29.71 - $37.21 $7,665 - $9,600	-258 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$22.94 - $30.21 $5,918 - $7,794	258 New	258 $8,000

Others Institutions Holding ISMD

# of Institutions

77

Shares Held

3.71M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.35M
Shares

$50.8 Million
7.03% of portfolio
One Ascent Financial Services LLC Birmingham, AL

259K
Shares

$9.74 Million
0.83% of portfolio
Creative One Wealth, LLC Overland Park, KS

244K
Shares

$9.19 Million
0.34% of portfolio
Pax Financial Group, LLC San Antonio, TX

240K
Shares

$9.04 Million
1.72% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$8.82 Million
1.02% of portfolio

About NORTHERN LTS FD TR IV

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