Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
3,805,423
-
Share change
-
+491,331
-
Total reported value
-
$142,793,503
-
Price per share
-
$37.52
-
Number of holders
-
81
-
Value change
-
+$18,428,554
-
Number of buys
-
38
-
Number of sells
-
35
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q4 2024
As of 31 Dec 2024,
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) was held by
81 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,805,423 shares.
The largest 10 holders included
Inspire Advisors, LLC, CreativeOne Wealth, LLC, OneAscent Financial Services LLC, PAX Financial Group, LLC, Inspire Investing, LLC, LPL Financial LLC, Legacy Wealth Asset Management, LLC, LVZ, Inc., AlphaStar Capital Management, LLC, and CWM, LLC.
This page lists
81
institutional shareholders reporting positions in this security
for the Q4 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.