Mai Capital Management Northern Lts Fd Tr Iv Transaction History

Mai Capital Management

$13.2 Billion
Q4 2024

A detailed history of Mai Capital Management transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Mai Capital Management holds 822 shares of ISMD stock, worth $29,978. This represents 0.0% of its overall portfolio holdings.

Number of Shares

822

Holding current value

$29,978

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$36.81 - $40.75 $30,257 - $33,496	822 New	822 $30,000

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.81M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

1.35M
Shares

$49.2 Million
7.03% of portfolio
Creative One Wealth, LLC Overland Park, KS

280K
Shares

$10.2 Million
0.35% of portfolio
One Ascent Financial Services LLC Birmingham, AL

259K
Shares

$9.44 Million
0.83% of portfolio
Pax Financial Group, LLC San Antonio, TX

240K
Shares

$8.77 Million
1.72% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$8.55 Million
1.02% of portfolio

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

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