Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Northern Lights Fund Trust IV - Inspire 100 ETF inkluderar Summit Wealth Group Llc / Co, RMG Wealth Management LLC, Nations Financial Group Inc, /ia/ /adv, Tandem Investment Partners LLC, och Barnes Wealth Management Group, Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 128 | 5 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 315 | 182,40 | 178 | 201,69 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 7 553 | 22,28 | 312 | 31,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53 508 | 1,35 | 2 211 | 9,08 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 578 | 2,97 | 561 | 10,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 740 | 2,04 | 279 | 9,88 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 50 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 58 165 | 87,28 | 2 404 | 101,59 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 961 | 48,76 | 408 | 60,00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 36 047 | 12,31 | 1 490 | 20,86 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7 372 | 10,41 | 305 | 18,75 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 67 417 | 1,95 | 2 786 | 9,69 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 791 | 0,55 | 983 | 8,26 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 17 200 | 17,81 | 711 | 26,79 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 90 069 | 80,79 | 3 723 | 94,56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 030 | 3,59 | 125 | 11,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 43 174 | 43,01 | 1 784 | 53,93 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 125 995 | 50,17 | 5 | 66,67 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 33 511 | 40,01 | 1 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 63 701 | 0,74 | 2 672 | 9,65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 914 | 0,08 | 451 | 7,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 788 | 0,33 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 495 | 352 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 623 | 0,28 | 1 968 | 7,89 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 180 | 0,34 | 49 | 6,67 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 5 100 | 211 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 306 | 1,36 | 471 | 9,79 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 6 445 | 266 | ||||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 52 637 | 2,10 | 2 176 | 9,85 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 56 107 | 66,53 | 2 319 | 85,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31 834 | 9,51 | 1 316 | 17,83 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 115 509 | 0,97 | 4 774 | 8,63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 190 | 25,65 | 91 | 36,36 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 4 899 | 202 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 8 848 | 0,08 | 366 | 7,67 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 5 123 | 212 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 8 589 | 0 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 472 | 391 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 927 | 218,21 | 617 | 242,22 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1 025 176 | 8,65 | 42 371 | 16,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 135 351 | 22,81 | 5 594 | 32,15 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11 213 | 0 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6 981 | 0,33 | 289 | 7,87 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 591 | 169,90 | 190 | 190,77 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 71 720 | 2 973 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 554 | 0,18 | 23 | 4,76 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 124 690 | 2,80 | 5 153 | 10,63 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5 102 | 211 | ||||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 39 325 | 0,30 | 1 625 | 7,90 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4 928 | 204 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10 999 | 0,76 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 185 314 | 2,66 | 8 | 16,67 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 5 000 | 207 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 10 755 | 36,61 | 257 | −14,90 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 45 361 | 4,56 | 1 875 | 12,48 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4 953 | 205 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 226 196 | 509,66 | 9 349 | 556,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 773 | 6,84 | 735 | 15,02 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 44 024 | 1 851 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 50 594 | 321,48 | 2 091 | 356,55 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 549 | 3,87 | 0 |
