Institute for Wealth Management, LLC. - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 10 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q1 2019$1,557,000
-23.8%
59,200
-14.8%
0.34%
-51.0%
Q3 2018$2,044,000
+177.0%
69,514
+149.1%
0.69%
+305.9%
Q4 2017$738,00027,9100.17%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2017
NameSharesValueWeighting ↓
Inspire Advisors, LLC 866,376$24,744,0006.92%
Paradiem, LLC 224,903$6,423,0002.43%
Inspire Investing, LLC 475,382$13,577,0001.80%
PAX Financial Group, LLC 199,925$5,710,0001.44%
Legacy Wealth Asset Management, LLC 115,392$3,296,0001.34%
CREATIVE FINANCIAL DESIGNS INC /ADV 207,734$5,933,0000.97%
LVZ, Inc. 115,052$3,286,0000.55%
Keel Point, LLC 49,028$1,581,0000.25%
AlphaStar Capital Management, LLC 88,254$2,521,0000.23%
EverSource Wealth Advisors, LLC 27,181$776,0000.20%
View complete list of NORTHERN LTS FD TR IV shareholders