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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,366,000 | -7.5% | 42,703 | -2.6% | 0.09% | +4.9% |
| Q2 2023 | $1,477,000 | +91525.3% | 43,821 | -10.9% | 0.08% | -33.9% |
| Q1 2023 | $1,612 | -99.9% | 49,188 | -39.5% | 0.12% | -34.0% |
| Q4 2019 | $2,473,000 | +2.6% | 81,328 | -6.3% | 0.19% | -5.5% |
| Q3 2019 | $2,410,000 | +6.4% | 86,813 | +6.2% | 0.20% | -21.3% |
| Q1 2019 | $2,265,000 | – | 81,722 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,115,955 | $35,543,167 | 6.28% |
| PAX Financial Group, LLC | 286,379 | $9,121,171 | 2.08% |
| Paradiem, LLC | 163,734 | $5,214,928 | 1.57% |
| Legacy Wealth Asset Management, LLC | 131,343 | $4,183,267 | 1.54% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 347,934 | $11,081,690 | 1.29% |
| Inspire Investing, LLC | 276,849 | $8,817,628 | 1.13% |
| Range Financial Group LLC | 42,674 | $1,359,167 | 0.90% |
| OneAscent Financial Services LLC | 96,634 | $3,092 | 0.80% |
| Keel Point, LLC | 158,126 | $5,036,328 | 0.69% |
| Frontier Asset Management, LLC | 44,451 | $1,415,770 | 0.64% |