Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

ISMDISMD
7 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in NORTHERN LTS FD TR IV

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 34,824 shares of ISMD (NORTHERN LTS FD TR IV), worth $1.7M as of 2026-Q2. The position was increased (+15.7% shares). ISMD represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$1.7M

Current Shares

34,824

Total Value Change

+$1.5M

Total Shares Change

+28,497

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
34,824
+15.7%
$1.7M0.0%$50.00
30
2026-Q1
Increased
30,088
+8.8%
$1.2M0.0%$39.79
28
2025-Q4
Increased
27,647
+27.6%
$1.1M0.0%$38.30
31
2025-Q3
Increased
21,665
+15.2%
$841,9020.0%$38.48
28
2025-Q2
Increased
18,815
+42.3%
$668,4970.0%$35.08
33
2025-Q1
Increased
13,221
+109.0%
$451,1010.0%$33.57
39
2024-Q4
New
6,327
-
$237,3890.0%$36.78
32

Other major holders of ISMD: LPL Financial LLC, OSAIC HOLDINGS, INC.

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