Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
3,447,781
-
Share change
-
+384,545
-
Total reported value
-
$110,778,826
-
Price per share
-
$32.13
-
Number of holders
-
56
-
Value change
-
+$12,396,228
-
Number of buys
-
32
-
Number of sells
-
22
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q2 2023
As of 30 Jun 2023,
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,447,781 shares.
The largest 10 holders included
Inspire Advisors, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, PAX Financial Group, LLC, CreativeOne Wealth, LLC, Inspire Investing, LLC, Paradiem, LLC, OSAIC HOLDINGS, INC., Legacy Wealth Asset Management, LLC, LVZ, Inc., and AlphaStar Capital Management, LLC.
This page lists
56
institutional shareholders reporting positions in this security
for the Q2 2023 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.