CWM, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 57 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
CWM, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$3,693
+13.8%
115,951
+19.5%
0.02%
+15.0%
Q2 2023$3,244
+9.6%
97,030
+7.4%
0.02%0.0%
Q1 2023$2,961
+6.7%
90,323
+1.7%
0.02%0.0%
Q4 2022$2,775
-99.9%
88,801
-1.7%
0.02%0.0%
Q3 2022$2,501,000
-1.1%
90,325
+7.4%
0.02%0.0%
Q2 2022$2,530,000
-13.4%
84,084
+3.5%
0.02%
-4.8%
Q1 2022$2,920,000
+49.0%
81,211
+57.1%
0.02%
+50.0%
Q4 2021$1,960,000
+5057.9%
51,693
+5180.2%
0.01%
Q2 2021$38,0000.0%9790.0%0.00%
Q1 2021$38,0000.0%9790.0%0.00%
Q4 2020$38,0000.0%9790.0%0.00%
Q3 2020$38,0000.0%9790.0%0.00%
Q2 2020$38,0000.0%9790.0%0.00%
Q1 2020$38,0000.0%9790.0%0.00%
Q4 2019$38,0000.0%9790.0%0.00%
Q3 2019$38,0000.0%9790.0%0.00%
Q2 2019$38,0000.0%9790.0%0.00%
Q1 2019$38,0009790.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 886,643$31,879,0008.95%
OneAscent Financial Services LLC 93,128$3,356,0002.40%
Paradiem, LLC 190,597$6,771,0002.22%
CREATIVE FINANCIAL DESIGNS INC /ADV 338,156$12,158,0001.85%
Inspire Investing, LLC 440,638$15,843,0001.83%
Legacy Wealth Asset Management, LLC 119,163$4,285,0001.52%
PAX Financial Group, LLC 131,403$4,725,0001.10%
Keel Point, LLC 169,897$6,109,0000.92%
Frontier Asset Management, LLC 34,917$1,255,0000.88%
Harvest Investment Services, LLC 20,629$741,0000.44%
View complete list of NORTHERN LTS FD TR IV shareholders