Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INSPIRE MOMENTUM
-
Total 13F shares
-
1,765,320
-
Share change
-
+306,725
-
Total reported value
-
$53,052,397
-
Price per share
-
$30.05
-
Number of holders
-
15
-
Value change
-
+$9,276,814
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE MOMENTUM (GLRY) as of Q1 2024
As of 31 Mar 2024,
NORTHERN LTS FD TR IV - INSPIRE MOMENTUM (GLRY) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,765,320 shares.
The largest 10 holders included
Faithward Advisors, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, OneAscent Financial Services LLC, Inspire Advisors, LLC, Cambridge Investment Research Advisors, Inc., GTS SECURITIES LLC, COMMONWEALTH EQUITY SERVICES, LLC, Synergy Asset Management, LLC, OSAIC HOLDINGS, INC., and Geneos Wealth Management Inc..
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2024 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.