AE Wealth Management LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 34 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$453,455
-9.8%
17,209
-4.9%
0.00%0.0%
Q2 2023$502,963
+135.9%
18,095
+135.0%
0.00%
+200.0%
Q1 2023$213,213
-25.6%
7,700
-29.9%
0.00%
-50.0%
Q4 2022$286,405
-16.3%
10,986
-28.8%
0.00%
-33.3%
Q3 2022$342,000
-17.2%
15,434
-7.0%
0.00%0.0%
Q2 2022$413,000
-20.3%
16,592
-5.2%
0.00%
-25.0%
Q1 2022$518,000
-10.4%
17,504
-5.6%
0.00%0.0%
Q4 2021$578,000
-4.6%
18,541
+4.4%
0.00%
-20.0%
Q3 2021$606,000
+59.1%
17,755
+63.3%
0.01%
+66.7%
Q2 2021$381,000
+23.7%
10,873
+15.2%
0.00%0.0%
Q1 2021$308,0009,4380.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,394,619$38,617,0138.85%
Faithward Advisors, LLC 739,299$20,663,4084.68%
PAX Financial Group, LLC 425,062$11,769,9672.82%
Legacy Wealth Asset Management, LLC 123,475$3,419,0231.23%
Frontier Asset Management, LLC 91,493$2,533,4291.20%
Inspire Investing, LLC 297,053$8,225,4011.05%
OneAscent Financial Services LLC 60,682$1,6870.68%
Range Financial Group LLC 31,331$867,5550.57%
CreativeOne Wealth, LLC 338,618$9,3760.46%
Whitaker-Myers Wealth Managers, LTD. 14,012$388,0010.30%
View complete list of NORTHERN LTS FD TR IV shareholders