United Capital Financial Advisers, LLC Northern Lts Fd Tr Iv Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,327 shares of ISMD stock, worth $232,390. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,327Holding current value
$232,390% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding ISMD
# of Institutions
82Shares Held
3.81MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.35MShares$49.6 Million7.03% of portfolio
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Creative One Wealth, LLC Overland Park, KS280KShares$10.3 Million0.35% of portfolio
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One Ascent Financial Services LLC Birmingham, AL259KShares$9.51 Million0.83% of portfolio
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Pax Financial Group, LLC San Antonio, TX240KShares$8.83 Million1.72% of portfolio
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Inspire Investing, LLC Meridian, ID234KShares$8.61 Million1.02% of portfolio