Winch Advisory Services, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 60 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
Winch Advisory Services, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$70.0%2290.0%0.00%0.0%
Q2 2023$7
+40.0%
229
+32.4%
0.00%
+50.0%
Q1 2023$50.0%1730.0%0.00%0.0%
Q4 2022$51730.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
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