Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
756,102
-
Share change
-
+118,504
-
Total reported value
-
$21,454,000
-
Price per share
-
$28.40
-
Number of holders
-
15
-
Value change
-
+$3,375,678
-
Number of buys
-
9
-
Number of sells
-
4
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q2 2018
As of 30 Jun 2018,
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
756,102 shares.
The largest 10 holders included
CWM Advisors, LLC, AlphaStar Capital Management, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, CITADEL ADVISORS LLC, Virtu Financial LLC, Keel Point, LLC, M Holdings Securities, Inc., LADENBURG THALMANN FINANCIAL SERVICES INC., LPL Financial LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 2018 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.