TrueWealth Advisors, LLC - NORTHERN LTS FD TR IV ownership

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$290,267
-5.2%
12,821
-3.3%
0.12%
-3.2%
Q2 2023$306,243
+2.8%
13,263
+4.2%
0.13%
+0.8%
Q1 2023$297,869
+37.0%
12,724
+34.8%
0.12%
+31.6%
Q4 2022$217,4759,4390.10%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 3,577,089$80,985,29314.30%
Faithward Advisors, LLC 1,380,507$31,240,8807.61%
Inspire Investing, LLC 1,038,728$23,516,8103.00%
PAX Financial Group, LLC 559,963$12,677,5632.89%
CREATIVE FINANCIAL DESIGNS INC /ADV 477,162$10,802,9451.26%
CreativeOne Wealth, LLC 663,005$15,0101.08%
Legacy Wealth Asset Management, LLC 126,911$2,873,2711.06%
Range Financial Group LLC 63,036$1,427,1350.94%
LVZ, Inc. 162,542$3,679,9470.59%
WorthPointe, LLC 41,095$930,3910.55%
View complete list of NORTHERN LTS FD TR IV shareholders