A detailed history of Iag Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 63 shares of ISMD stock, worth $2,331. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 63 -0.0%
Holding current value
$2,331
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$32.83 - $36.01 $81,746 - $89,664
-2,490 Reduced 97.53%
63 $2,000
Q4 2023

Feb 02, 2024

SELL
$28.21 - $35.03 $52,752 - $65,506
-1,870 Reduced 42.28%
2,553 $88,000
Q3 2023

Oct 24, 2023

BUY
$29.93 - $34.22 $1,885 - $2,155
63 Added 1.44%
4,423 $134,000
Q2 2023

Aug 10, 2023

SELL
$29.27 - $32.13 $18,147 - $19,920
-620 Reduced 12.45%
4,360 $140,000
Q1 2023

Apr 25, 2023

BUY
$29.57 - $34.51 $73,629 - $85,929
2,490 Added 100.0%
4,980 $154,000
Q3 2022

Oct 26, 2022

BUY
$27.38 - $33.3 $68,176 - $82,917
2,490 New
2,490 $68,000

Others Institutions Holding ISMD

About NORTHERN LTS FD TR IV


  • Ticker ISMD
  • Sector ETFs
  • Industry ETFs
More about ISMD
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.