Winch Advisory Services, LLC Northern Lts Fd Tr Iv Transaction History
Winch Advisory Services, LLC
- $345 Million
- Q3 2024
A detailed history of Winch Advisory Services, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Winch Advisory Services, LLC holds 233 shares of ISMD stock, worth $8,621. This represents 0.0% of its overall portfolio holdings.
Number of Shares
233
Previous 232
0.43%
Holding current value
$8,621
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding ISMD
# of Institutions
71Shares Held
3.45MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.32MShares$48.9 Million6.8% of portfolio
-
Pax Financial Group, LLC San Antonio, TX269KShares$9.94 Million1.91% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL242KShares$8.94 Million1.17% of portfolio
-
Creative One Wealth, LLC Overland Park, KS236KShares$8.73 Million0.41% of portfolio
-
Inspire Investing, LLC Meridian, ID214KShares$7.91 Million0.84% of portfolio