Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
580,628
-
Share change
-
+100,564
-
Total reported value
-
$15,354,000
-
Price per share
-
$26.44
-
Number of holders
-
10
-
Value change
-
+$2,661,654
-
Number of buys
-
9
-
Number of sells
-
2
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q4 2017
As of 31 Dec 2017,
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
580,628 shares.
The largest 10 holders included
CWM Advisors, LLC, AlphaStar Capital Management, LLC, Institute for Wealth Management, LLC., CREATIVE FINANCIAL DESIGNS INC /ADV, Keel Point, LLC, M Holdings Securities, Inc., LADENBURG THALMANN FINANCIAL SERVICES INC., IFP Advisors, Inc, UBS Group AG, and Advisor Group, Inc..
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2017 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.