Schwallier Wealth 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 78 filers reported holding NORTHERN LTS FD TR IV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Schwallier Wealth Management LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2024$301,788
+24.9%
10,244
+27.3%
0.24%
+25.6%
Q1 2024$241,5348,0460.20%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2024
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,137,092$28,292,0007.91%
Faithward Advisors, LLC 473,884$11,790,0002.64%
Frontier Asset Management, LLC 105,797$2,632,0002.19%
Inspire Investing, LLC 659,578$16,411,0002.18%
PAX Financial Group, LLC 335,001$8,335,0002.11%
Legacy Wealth Asset Management, LLC 115,801$2,881,0001.17%
OneAscent Financial Services LLC 46,949$1,180,0000.54%
Range Financial Group LLC 29,540$735,0000.53%
CreativeOne Wealth, LLC 295,787$7,359,0000.40%
Keel Point, LLC 70,687$1,885,0000.29%
View complete list of NORTHERN LTS FD TR IV shareholders