Winch Advisory Services, LLC Northern Lts Fd Tr Iv Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 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 234 shares of ISMD stock, worth $8,594. This represents 0.0% of its overall portfolio holdings.
Number of Shares
234
Previous 233
0.43%
Holding current value
$8,594
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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
-
Creative One Wealth, LLC Overland Park, KS280KShares$10.3 Million0.35% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL259KShares$9.51 Million0.83% of portfolio
-
Pax Financial Group, LLC San Antonio, TX240KShares$8.83 Million1.72% of portfolio
-
Inspire Investing, LLC Meridian, ID234KShares$8.61 Million1.02% of portfolio