NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 33 filers reported holding NORTHERN LTS FD TR IV in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $324,931 | -5.5% | 13,880 | +5.5% | 0.00% | – |
Q3 2021 | $344,000 | -43.0% | 13,152 | -42.7% | 0.00% | – |
Q3 2020 | $604,000 | -31.4% | 22,962 | -36.4% | 0.00% | – |
Q1 2020 | $880,000 | -45.8% | 36,131 | -42.9% | 0.00% | -100.0% |
Q3 2019 | $1,624,000 | – | 63,258 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Inspire Advisors, LLC | 3,577,089 | $80,985,293 | 14.30% |
Faithward Advisors, LLC | 1,380,507 | $31,240,880 | 7.61% |
Inspire Investing, LLC | 1,038,728 | $23,516,810 | 3.00% |
PAX Financial Group, LLC | 559,963 | $12,677,563 | 2.89% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 477,162 | $10,802,945 | 1.26% |
CreativeOne Wealth, LLC | 663,005 | $15,010 | 1.08% |
Legacy Wealth Asset Management, LLC | 126,911 | $2,873,271 | 1.06% |
Range Financial Group LLC | 63,036 | $1,427,135 | 0.94% |
LVZ, Inc. | 162,542 | $3,679,947 | 0.59% |
WorthPointe, LLC | 41,095 | $930,391 | 0.55% |