Win Advisors, Inc Northern Lts Fd Tr Iv Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$31.66 - $35.78 $92,383 - $104,406	-2,918 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$33.36 - $38.94 $97,344 - $113,626	2,918 New	2,918 $103,000

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

$48.9 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

269K
Shares

$9.94 Million
1.91% of portfolio
One Ascent Financial Services LLC Birmingham, AL

242K
Shares

$8.94 Million
1.17% of portfolio
Creative One Wealth, LLC Overland Park, KS

236K
Shares

$8.73 Million
0.41% of portfolio
Inspire Investing, LLC Meridian, ID

214K
Shares

$7.91 Million
0.84% of portfolio

About NORTHERN LTS FD TR IV

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