Legacy Wealth Asset Management, LLC - NORTHERN LTS FD TR IV ownership

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
Legacy Wealth Asset Management, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$3,257,255
-3.0%
123,615
+2.3%
1.20%
+1.9%
Q2 2023$3,359,277
-1.7%
120,856
-2.1%
1.17%
-4.9%
Q1 2023$3,419,023
+6.2%
123,475
+0.0%
1.23%
+0.7%
Q4 2022$3,218,420
+20.9%
123,453
+2.7%
1.23%
+5.3%
Q3 2022$2,663,000
-7.6%
120,216
+3.8%
1.16%
-0.3%
Q2 2022$2,881,000
-10.9%
115,801
+6.0%
1.17%
+1.5%
Q1 2022$3,234,000
+0.8%
109,207
+6.1%
1.15%
+5.9%
Q4 2021$3,209,000
+8.3%
102,885
+18.5%
1.09%
-19.8%
Q3 2021$2,964,000
+3.2%
86,844
+5.8%
1.36%
+6.3%
Q2 2021$2,873,000
+10.0%
82,088
+2.6%
1.28%
+5.8%
Q1 2021$2,612,000
+7.0%
79,975
+1.4%
1.21%
-1.9%
Q4 2020$2,441,00078,8441.23%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,793,653$49,855,8549.61%
Faithward Advisors, LLC 683,843$19,079,1654.40%
PAX Financial Group, LLC 482,695$13,416,8453.03%
Fiduciary Alliance LLC 264,794$7,360,1271.58%
Frontier Asset Management, LLC 96,927$2,694,1461.22%
Legacy Wealth Asset Management, LLC 120,856$3,359,2771.17%
Inspire Investing, LLC 333,234$9,262,4801.12%
Range Financial Group LLC 46,782$1,300,3380.83%
SILVER OAK SECURITIES, INCORPORATED 116,267$3,2320.52%
CreativeOne Wealth, LLC 722,943$19,2380.48%
View complete list of NORTHERN LTS FD TR IV shareholders