55I, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
55I, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2020$207,000
-3.7%
7,883
-6.8%
0.03%
-50.0%
Q1 2020$215,000
-10.4%
8,461
-9.4%
0.06%
-39.8%
Q4 2019$240,0009,3340.10%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Investing, LLC 856,294$21,514,0009.99%
CREATIVE FINANCIAL DESIGNS INC /ADV 72,778$1,829,0001.10%
Atria Investments, Inc 567,539$14,259,0000.60%
CreativeOne Wealth, LLC 75,213$1,889,0000.49%
LVZ, Inc. 55,764$1,401,0000.33%
M Holdings Securities, Inc. 49,838$1,252,0000.29%
AlphaStar Capital Management, LLC 20,872$524,0000.15%
Sowell Financial Services LLC 32,300$812,0000.09%
Keel Point, LLC 17,203$432,0000.05%
LADENBURG THALMANN FINANCIAL SERVICES INC. 27,351$687,0000.01%
View complete list of NORTHERN LTS FD TR IV shareholders