Sigma Planning Corp - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 60 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2020$378,000
+17.4%
16,7420.0%0.02%
-10.5%
Q1 2020$322,000
-37.2%
16,742
-8.0%
0.02%
-13.6%
Q4 2019$513,000
+5.8%
18,192
-1.2%
0.02%
-4.3%
Q3 2019$485,000
-1.2%
18,4100.0%0.02%
-8.0%
Q2 2019$491,00018,4100.02%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,066,564$37,959,00013.72%
Paradiem, LLC 228,158$8,342,0002.75%
Inspire Investing, LLC 388,825$13,838,0002.12%
Legacy Wealth Asset Management, LLC 83,984$2,989,0001.38%
CREATIVE FINANCIAL DESIGNS INC /ADV 193,834$6,899,0001.35%
LVZ, Inc. 98,470$3,505,0000.54%
AlphaStar Capital Management, LLC 62,953$2,247,0000.35%
Keel Point, LLC 86,633$3,083,0000.30%
Delta Investment Management, LLC 18,983$676,0000.22%
Well Done, LLC 16,885$601,0000.14%
View complete list of NORTHERN LTS FD TR IV shareholders