AVANTAX ADVISORY SERVICES, INC. - NORTHERN LTS FD TR IV ownership

Back to all holdings Add to watchlist

NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 52 filers reported holding NORTHERN LTS FD TR IV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Links
Filings
External links
Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2024$545,609
+11.2%
23,397
+12.0%
0.00%0.0%
Q1 2024$490,474
-1.4%
20,889
-1.0%
0.00%
-20.0%
Q4 2023$497,638
-12.8%
21,095
-16.3%
0.01%
-16.7%
Q3 2023$570,367
+1.0%
25,193
+3.0%
0.01%0.0%
Q2 2023$564,584
+15.0%
24,451
+16.6%
0.01%0.0%
Q1 2023$490,829
+0.5%
20,967
-1.1%
0.01%
-14.3%
Q4 2022$488,231
+2.1%
21,191
+0.2%
0.01%0.0%
Q3 2022$478,000
-27.2%
21,143
-24.7%
0.01%
-30.0%
Q2 2022$657,000
-12.2%
28,075
-8.6%
0.01%0.0%
Q1 2022$748,000
+12.0%
30,710
+18.4%
0.01%0.0%
Q4 2021$668,000
+13.0%
25,933
+14.6%
0.01%0.0%
Q3 2021$591,000
+38.1%
22,625
+38.7%
0.01%
+25.0%
Q2 2021$428,000
-33.3%
16,308
-34.3%
0.01%
-42.9%
Q1 2021$642,000
-16.4%
24,840
-14.1%
0.01%
-22.2%
Q4 2020$768,000
+20.2%
28,913
+18.9%
0.02%
+80.0%
Q3 2020$639,000
+9.8%
24,326
+9.7%
0.01%
-41.2%
Q2 2020$582,000–22,180–0.02%–
 Download
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 3,702,978$86,353,45811.45%
Faithward Advisors, LLC 1,425,301$33,238,0196.01%
Bare Financial Services, Inc 446,359$10,560,8545.55%
Inspire Investing, LLC 991,206$23,114,9232.66%
PAX Financial Group, LLC 497,570$11,603,3352.27%
OneAscent Wealth Management LLC 180,264$4,2182.19%
CREATIVE FINANCIAL DESIGNS INC /ADV 555,150$12,946,1091.15%
OneAscent Financial Services LLC 313,432$7,3341.02%
Legacy Wealth Asset Management, LLC 139,634$3,256,2710.92%
Range Financial Group LLC 74,349$1,733,8190.89%
View complete list of NORTHERN LTS FD TR IV shareholders