Procyon Advisors, LLC Northern Lts Fd Tr Iv Transaction History

Procyon Advisors, LLC

$1.44 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 22, 2020	SELL	$21.8 - $24.95 $7,368 - $8,433	-338 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$25.2 - $28.4 $8,517 - $9,599	338 New	338 $10,000

Others Institutions Holding ISMD

# of Institutions

71

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$50 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$10.2 Million
1.91% of portfolio
One Ascent Financial Services LLC Birmingham, AL

242K
Shares

$9.13 Million
1.17% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$8.92 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$8.08 Million
0.84% of portfolio

About NORTHERN LTS FD TR IV

Ticker ISMD
Sector ETFs
Industry ETFs

More about ISMD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Procyon Advisors, LLC with notifications on news.