Atria Investments, Inc - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 32 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$1,392,729
-22.0%
52,854
-17.7%
0.02%
-21.9%
Q2 2023$1,784,531
+5.4%
64,202
+5.0%
0.03%0.0%
Q1 2023$1,693,330
+31.5%
61,153
+23.8%
0.03%
+23.1%
Q4 2022$1,287,339
-27.2%
49,380
-30.6%
0.03%
-29.7%
Q2 2022$1,769,000
+5.4%
71,104
+32.1%
0.04%
+23.3%
Q4 2021$1,679,000
-9.5%
53,818
-1.0%
0.03%
-11.8%
Q3 2021$1,855,000
+63.1%
54,346
+67.3%
0.03%
+54.5%
Q2 2021$1,137,000
-11.2%
32,478
-40.0%
0.02%
-50.0%
Q2 2020$1,281,000
+20.7%
54,094
+2.2%
0.04%
-45.7%
Q1 2020$1,061,00052,9210.08%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 981,282$33,487,00010.55%
Faithward Advisors, LLC 453,754$15,484,0003.00%
Inspire Investing, LLC 342,952$11,703,0001.48%
OneAscent Financial Services LLC 29,821$1,025,0001.37%
Legacy Wealth Asset Management, LLC 86,844$2,964,0001.36%
Sound Financial Strategies Group, LLC 63,888$2,180,0001.10%
PAX Financial Group, LLC 63,265$2,159,0000.53%
Keel Point, LLC 43,555$1,486,0000.19%
Harvest Investment Services, LLC 10,152$346,0000.14%
Sowell Financial Services LLC 27,325$939,0000.06%
View complete list of NORTHERN LTS FD TR IV shareholders