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 | $284,396 | -2.3% | 7,488 | +0.1% | 0.14% | -10.7% |
Q1 2024 | $291,127 | +11.5% | 7,482 | 0.0% | 0.16% | -1.9% |
Q4 2023 | $261,124 | +11.9% | 7,482 | +0.2% | 0.16% | -2.4% |
Q3 2023 | $233,393 | -4.9% | 7,466 | +0.1% | 0.17% | -4.0% |
Q2 2023 | $245,334 | +4.7% | 7,459 | +0.1% | 0.17% | +4.8% |
Q1 2023 | $234,220 | +5.0% | 7,452 | 0.0% | 0.16% | -8.3% |
Q4 2022 | $223,117 | +8.1% | 7,452 | +0.2% | 0.18% | -7.7% |
Q3 2022 | $206,330 | +2.4% | 7,438 | +45.4% | 0.20% | +0.5% |
Q4 2021 | $201,444 | – | 5,114 | – | 0.19% | – |
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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% |