TrueWealth Advisors, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$277,887
+1.4%
10,546
+6.9%
0.12%
+3.5%
Q2 2023$274,1779,8640.11%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 981,282$33,487,00010.55%
Faithward Advisors, LLC 453,754$15,484,0003.00%
Inspire Investing, LLC 342,952$11,703,0001.48%
OneAscent Financial Services LLC 29,821$1,025,0001.37%
Legacy Wealth Asset Management, LLC 86,844$2,964,0001.36%
Sound Financial Strategies Group, LLC 63,888$2,180,0001.10%
PAX Financial Group, LLC 63,265$2,159,0000.53%
Keel Point, LLC 43,555$1,486,0000.19%
Harvest Investment Services, LLC 10,152$346,0000.14%
Sowell Financial Services LLC 27,325$939,0000.06%
View complete list of NORTHERN LTS FD TR IV shareholders