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 | $235,917 | -4.7% | 8,953 | +0.6% | 0.18% | -3.7% |
Q2 2023 | $247,431 | -5.6% | 8,902 | -6.0% | 0.19% | -10.9% |
Q1 2023 | $262,198 | +4.8% | 9,469 | -1.4% | 0.21% | +1.4% |
Q4 2022 | $250,294 | +18.1% | 9,601 | +0.2% | 0.21% | +5.1% |
Q3 2022 | $212,000 | -22.3% | 9,578 | -12.7% | 0.20% | -16.5% |
Q2 2022 | $273,000 | – | 10,967 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Inspire Advisors, LLC | 1,394,619 | $38,617,013 | 8.85% |
Faithward Advisors, LLC | 739,299 | $20,663,408 | 4.68% |
PAX Financial Group, LLC | 425,062 | $11,769,967 | 2.82% |
Legacy Wealth Asset Management, LLC | 123,475 | $3,419,023 | 1.23% |
Frontier Asset Management, LLC | 91,493 | $2,533,429 | 1.20% |
Inspire Investing, LLC | 297,053 | $8,225,401 | 1.05% |
OneAscent Financial Services LLC | 60,682 | $1,687 | 0.68% |
Range Financial Group LLC | 31,331 | $867,555 | 0.57% |
CreativeOne Wealth, LLC | 338,618 | $9,376 | 0.46% |
Whitaker-Myers Wealth Managers, LTD. | 14,012 | $388,001 | 0.30% |