Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
2,356,323
-
Share change
-
+306,345
-
Total reported value
-
$45,380,969
-
Price per share
-
$19.26
-
Number of holders
-
29
-
Value change
-
+$4,532,688
-
Number of buys
-
16
-
Number of sells
-
13
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q1 2020
As of 31 Mar 2020,
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,356,323 shares.
The largest 10 holders included
Ambassador Advisors, LLC, CWM Advisors, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, UBS Group AG, LVZ Advisors, Inc., BANK OF AMERICA CORP /DE/, CITADEL ADVISORS LLC, AlphaStar Capital Management, LLC, M Holdings Securities, Inc., and Keel Point, LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.