Sound Financial Strategies Group, LLC Northern Lts Fd Tr Iv Transaction History
Sound Financial Strategies Group, LLC
- $128 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding BIBL
# of Institutions
125Shares Held
4.84MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.05MShares$46.5 Million5.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC418KShares$18.6 Million0.01% of portfolio
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Creative Financial Designs Inc234KShares$10.4 Million0.75% of portfolio
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Bare Financial Services, Inc Gap, PA207KShares$9.18 Million2.74% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO195KShares$8.64 Million0.08% of portfolio