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

Family Wealth Partners, LLC

  • $277 Billion
  • Q4 2025

A detailed history of Family Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Family Wealth Partners, LLC holds 13,815 shares of ISMD stock, worth $514,746. This represents 0.19% of its overall portfolio holdings.

Number of Shares
13,815
Previous 6,150 124.63%
Holding current value
$514,746
Previous $239 Million 123.01%
% of portfolio
0.19%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$37.19 - $39.32 $285,061 - $301,387
7,665 Added 124.63%
13,815 $533 Million
Q3 2025

Nov 12, 2025
BUY
$35.1 - $39.69 $215,865 - $244,093
6,150 New
6,150 $239 Million

Others Institutions Holding ISMD

# of Institutions
79
Shares Held
3.74M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

ISMD Quotes by TradingView
  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
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