Institutional Ownership Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
30,631
shares
|
$911,272
0.42% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
23,007
shares
|
$684,458
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
21,566
shares
|
$641,588
0.06% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
20,819
shares
|
$619,365
0.0% of portfolio
|
Q3 2024
Added 30.9%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
17,873
shares
|
$531,721
0.19% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,853
shares
|
$501,376
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
16,342
shares
|
$486,174
0.05% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,963
shares
|
$474,899
0.19% of portfolio
|
Q3 2024
Added 37.91%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
14,212
shares
|
$422,807
0.24% of portfolio
|
Q2 2024
Reduced 8.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,921
shares
|
$414,149
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,467
shares
|
$370,893
0.0% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
12,112
shares
|
$360,332
0.28% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,396
shares
|
$339,031
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,100
shares
|
$330,225
0.0% of portfolio
|
Q3 2024
Reduced 19.15%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
10,474
shares
|
$311,601
0.11% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,829
shares
|
$292,412
0.03% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$267,750
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
7,808
shares
|
$232,288
0.1% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
7,724
shares
|
$229,789
0.05% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
7,589
shares
|
$225,772
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,517
shares
|
$223,630
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,820
shares
|
$202,895
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
6,547
shares
|
$194,773
0.16% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
6,500
shares
|
$193,375
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6,333
shares
|
$188,406
0.02% of portfolio
|
Q3 2024
Added 53.34%
|