Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
1,064,301
-
Share change
-
+61,374
-
Total reported value
-
$27,984,948
-
Price per share
-
$26.29
-
Number of holders
-
20
-
Value change
-
+$1,613,738
-
Number of buys
-
13
-
Number of sells
-
4
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q1 2019
As of 31 Mar 2019,
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,064,301 shares.
The largest 10 holders included
CWM Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, CREATIVE FINANCIAL DESIGNS INC /ADV, BANK OF AMERICA CORP /DE/, Institute for Wealth Management, LLC., AlphaStar Capital Management, LLC, CITADEL ADVISORS LLC, Keel Point, LLC, LVZ Advisors, Inc., and LPL Financial LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q1 2019 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.