Atria Investments, Inc - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Atria Investments, Inc ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$2,635,456
-28.8%
82,745
-25.3%
0.05%
-29.9%
Q2 2023$3,702,720
+10.4%
110,748
+8.2%
0.07%
+6.3%
Q1 2023$3,353,653
+0.7%
102,308
-4.0%
0.06%
-7.4%
Q4 2022$3,331,560
+11.8%
106,609
-0.9%
0.07%
+3.0%
Q3 2022$2,979,000
+1.2%
107,618
+10.0%
0.07%
+6.5%
Q2 2022$2,944,000
-15.9%
97,839
+0.5%
0.06%
+1.6%
Q1 2022$3,499,000
-11.4%
97,304
-6.6%
0.06%
-12.9%
Q4 2021$3,949,000
+14.6%
104,127
+15.3%
0.07%
+12.9%
Q3 2021$3,445,000
+1.7%
90,301
+3.7%
0.06%
-4.6%
Q2 2021$3,389,000
+10.2%
87,057
+2.7%
0.06%
-4.4%
Q1 2021$3,074,000
-1.1%
84,768
-8.8%
0.07%
-9.3%
Q4 2020$3,107,000
+17.0%
92,925
-2.8%
0.08%
-7.4%
Q3 2020$2,655,000
+102.4%
95,592
+90.9%
0.08%
+80.0%
Q2 2020$1,312,000
+26.2%
50,064
+2.0%
0.04%
-43.8%
Q1 2020$1,040,000
-52.7%
49,078
-32.2%
0.08%
+33.3%
Q4 2019$2,200,000
+9.3%
72,335
-0.3%
0.06%
-16.7%
Q3 2019$2,013,000
+4.5%
72,519
-0.4%
0.07%0.0%
Q2 2019$1,927,000–72,783–0.07%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2020
NameSharesValueWeighting ↓
Inspire Advisors, LLC 711,009$23,773,0008.87%
Paradiem, LLC 500,146$16,780,0007.10%
OneAscent Financial Services LLC 102,052$3,419,0003.65%
Inspire Investing, LLC 400,175$13,380,0002.96%
OneAscent Wealth Management LLC 102,052$3,419,0001.55%
Legacy Wealth Asset Management, LLC 88,714$2,966,0001.49%
CREATIVE FINANCIAL DESIGNS INC /ADV 184,861$6,181,0001.32%
Harvest Investment Services, LLC 42,244$1,412,0000.73%
AlphaStar Capital Management, LLC 79,415$2,737,0000.46%
Keel Point, LLC 141,788$4,741,0000.42%
View complete list of NORTHERN LTS FD TR IV shareholders