Whitaker-Myers Wealth Managers, LTD. - 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
Whitaker-Myers Wealth Managers, LTD. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$429,384
-3.1%
16,295
+2.3%
0.27%
-10.1%
Q2 2023$442,924
+14.2%
15,935
+13.7%
0.30%
-1.0%
Q1 2023$388,001
+6.5%
14,012
+0.2%
0.30%
-14.0%
Q4 2022$364,48213,9810.35%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 981,282$33,487,00010.55%
Faithward Advisors, LLC 453,754$15,484,0003.00%
Inspire Investing, LLC 342,952$11,703,0001.48%
OneAscent Financial Services LLC 29,821$1,025,0001.37%
Legacy Wealth Asset Management, LLC 86,844$2,964,0001.36%
Sound Financial Strategies Group, LLC 63,888$2,180,0001.10%
PAX Financial Group, LLC 63,265$2,159,0000.53%
Keel Point, LLC 43,555$1,486,0000.19%
Harvest Investment Services, LLC 10,152$346,0000.14%
Sowell Financial Services LLC 27,325$939,0000.06%
View complete list of NORTHERN LTS FD TR IV shareholders