NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 106 filers reported holding NORTHERN LTS FD TR IV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,735,637 | -54.4% | 98,358 | -53.3% | 2.43% | -64.4% |
Q1 2024 | $8,194,324 | +46.3% | 210,597 | +31.2% | 6.85% | +8.5% |
Q4 2023 | $5,601,727 | +77.3% | 160,508 | +58.8% | 6.31% | +430.0% |
Q3 2023 | $3,159,542 | +33.6% | 101,073 | +40.6% | 1.19% | +47.1% |
Q2 2023 | $2,364,657 | -10.0% | 71,896 | -14.0% | 0.81% | -13.5% |
Q1 2023 | $2,626,511 | +30.5% | 83,567 | +24.3% | 0.94% | +21.1% |
Q4 2022 | $2,012,318 | +849.2% | 67,211 | +823.0% | 0.77% | +601.8% |
Q2 2022 | $212,000 | -91.3% | 7,282 | -89.2% | 0.11% | -87.4% |
Q1 2022 | $2,437,000 | +14.7% | 67,517 | +25.1% | 0.88% | +31.7% |
Q4 2021 | $2,125,000 | +22.8% | 53,953 | +32.6% | 0.66% | +14.9% |
Q3 2021 | $1,730,000 | +25.2% | 40,703 | +25.6% | 0.58% | +22.4% |
Q2 2021 | $1,382,000 | +33.5% | 32,397 | +22.2% | 0.47% | +8.0% |
Q1 2021 | $1,035,000 | +54.2% | 26,508 | +44.7% | 0.44% | +45.5% |
Q4 2020 | $671,000 | – | 18,325 | – | 0.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bare Financial Services, Inc | 437,959 | $17,110,418 | 9.00% |
Inspire Advisors, LLC | 945,382 | $35,905,617 | 4.76% |
Strategic Equity Management | 98,358 | $3,735,637 | 2.43% |
Revisor Wealth Management LLC | 64,215 | $2,438,886 | 1.69% |
AIFG Consultants Ltd. | 53,613 | $2,036,221 | 1.51% |
LVZ, Inc. | 183,973 | $6,987,304 | 0.95% |
PAX Financial Group, LLC | 124,716 | $4,736,732 | 0.92% |
MONEYWISE, INC. | 39,240 | $1,490,332 | 0.79% |
TruNorth Capital Management, LLC | 61,699 | $2,343,328 | 0.76% |
LifeGuide Financial Advisors, LLC | 34,645 | $1,315,814 | 0.64% |