NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 62 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,614 | -12.6% | 10,004 | -7.8% | 0.02% | -13.6% |
| Q2 2023 | $301,513 | +7.3% | 10,847 | +6.9% | 0.02% | +10.0% |
| Q1 2023 | $280,939 | +4.1% | 10,146 | -2.0% | 0.02% | 0.0% |
| Q4 2022 | $269,837 | +15.3% | 10,351 | -2.0% | 0.02% | +5.3% |
| Q3 2022 | $234,000 | -18.2% | 10,558 | -8.0% | 0.02% | -17.4% |
| Q2 2022 | $286,000 | -16.4% | 11,476 | -0.7% | 0.02% | 0.0% |
| Q1 2022 | $342,000 | -3.7% | 11,556 | +1.5% | 0.02% | +4.5% |
| Q4 2021 | $355,000 | +0.3% | 11,380 | +9.6% | 0.02% | -8.3% |
| Q3 2021 | $354,000 | +6.9% | 10,382 | +9.9% | 0.02% | +9.1% |
| Q2 2021 | $331,000 | – | 9,446 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,722,730 | $45,393,940 | 8.02% |
| Faithward Advisors, LLC | 676,383 | $17,883,556 | 4.36% |
| PAX Financial Group, LLC | 524,046 | $13,808,624 | 3.15% |
| Legacy Wealth Asset Management, LLC | 123,615 | $3,257,255 | 1.20% |
| Frontier Asset Management, LLC | 97,373 | $2,565,768 | 1.16% |
| Inspire Investing, LLC | 337,929 | $8,904,427 | 1.14% |
| Range Financial Group LLC | 51,023 | $1,344,456 | 0.89% |
| CreativeOne Wealth, LLC | 438,058 | $11,542 | 0.83% |
| LifeGuide Financial Advisors, LLC | 21,008 | $553,561 | 0.32% |
| EverSource Wealth Advisors, LLC | 113,978 | $3,003,324 | 0.32% |