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 | $725,122 | +29.8% | 27,360 | +36.1% | 0.01% | +25.0% |
| Q2 2023 | $558,721 | +8.9% | 20,101 | +8.9% | 0.01% | 0.0% |
| Q1 2023 | $512,877 | +9.8% | 18,453 | +3.0% | 0.01% | +14.3% |
| Q4 2022 | $467,070 | +37.1% | 17,916 | +17.0% | 0.01% | +16.7% |
| Q3 2022 | $340,779 | -1.8% | 15,309 | +9.9% | 0.01% | -14.3% |
| Q2 2022 | $347,000 | -1.7% | 13,932 | +16.9% | 0.01% | +16.7% |
| Q1 2022 | $353,000 | – | 11,915 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 981,282 | $33,487,000 | 10.55% |
| Faithward Advisors, LLC | 453,754 | $15,484,000 | 3.00% |
| Inspire Investing, LLC | 342,952 | $11,703,000 | 1.48% |
| OneAscent Financial Services LLC | 29,821 | $1,025,000 | 1.37% |
| Legacy Wealth Asset Management, LLC | 86,844 | $2,964,000 | 1.36% |
| Sound Financial Strategies Group, LLC | 63,888 | $2,180,000 | 1.10% |
| PAX Financial Group, LLC | 63,265 | $2,159,000 | 0.53% |
| Keel Point, LLC | 43,555 | $1,486,000 | 0.19% |
| Harvest Investment Services, LLC | 10,152 | $346,000 | 0.14% |
| Sowell Financial Services LLC | 27,325 | $939,000 | 0.06% |