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 21 filers reported holding NORTHERN LTS FD TR IV in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2018
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,039,580$36,834,00011.61%
Paradiem, LLC 225,669$8,508,0002.54%
Legacy Wealth Asset Management, LLC 90,520$3,207,0001.47%
Inspire Investing, LLC 307,133$10,882,0001.38%
CREATIVE FINANCIAL DESIGNS INC /ADV 174,900$6,197,0001.02%
LVZ, Inc. 104,286$3,695,0000.53%
PAX Financial Group, LLC 39,240$1,390,0000.34%
Keel Point, LLC 67,095$2,377,0000.31%
AlphaStar Capital Management, LLC 96,729$3,542,0000.24%
Delta Investment Management, LLC 18,983$673,0000.21%
View complete list of NORTHERN LTS FD TR IV shareholders