NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 58 filers reported holding NORTHERN LTS FD TR IV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $415,043 | +0.5% | 11,368 | +3.5% | 0.04% | 0.0% |
| Q1 2024 | $413,023 | +8.3% | 10,988 | +2.8% | 0.04% | -2.6% |
| Q4 2023 | $381,440 | +19.0% | 10,688 | +6.2% | 0.04% | +14.7% |
| Q3 2023 | $320,509 | -1.7% | 10,063 | +3.2% | 0.03% | 0.0% |
| Q2 2023 | $326,060 | -0.8% | 9,752 | -2.8% | 0.03% | -2.9% |
| Q1 2023 | $328,783 | – | 10,030 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 154,101 | $5,626,218 | 1.59% |
| Frontier Asset Management, LLC | 104,885 | $3,829,340 | 1.39% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 315,484 | $11,518,307 | 1.03% |
| Range Financial Group LLC | 45,058 | $1,645,068 | 0.84% |
| OneAscent Financial Services LLC | 113,994 | $4,197 | 0.58% |
| Inspire Advisors, LLC | 77,623 | $2,834,013 | 0.38% |
| AlphaStar Capital Management, LLC | 89,891 | $3,281,920 | 0.30% |
| Swisher Financial Concepts, Inc. | 5,890 | $215 | 0.22% |
| Harvest Investment Services, LLC | 14,950 | $545,821 | 0.22% |
| Inspire Investing, LLC | 40,410 | $1,475,375 | 0.17% |