ASSET PLANNING CORPORATION - 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
ASSET PLANNING CORPORATION ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
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$273,00010,9670.24%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,394,619$38,617,0138.85%
Faithward Advisors, LLC 739,299$20,663,4084.68%
PAX Financial Group, LLC 425,062$11,769,9672.82%
Legacy Wealth Asset Management, LLC 123,475$3,419,0231.23%
Frontier Asset Management, LLC 91,493$2,533,4291.20%
Inspire Investing, LLC 297,053$8,225,4011.05%
OneAscent Financial Services LLC 60,682$1,6870.68%
Range Financial Group LLC 31,331$867,5550.57%
CreativeOne Wealth, LLC 338,618$9,3760.46%
Whitaker-Myers Wealth Managers, LTD. 14,012$388,0010.30%
View complete list of NORTHERN LTS FD TR IV shareholders