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

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 7,404 shares of ISMD stock, worth $275,873. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,404
Previous 6,902 7.27%
Holding current value
$275,873
Previous $245 Million 17.02%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$35.1 - $39.69 $17,620 - $19,924
502 Added 7.27%
7,404 $287 Million
Q2 2025

Aug 11, 2025
BUY
$29.72 - $35.6 $14,057 - $16,838
473 Added 7.36%
6,902 $245 Million
Q1 2025

May 02, 2025
BUY
$33.87 - $38.9 $217,750 - $250,088
6,429 New
6,429 $219 Million

Others Institutions Holding ISMD

# of Institutions
78
Shares Held
3.59M
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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