Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF inkluderar Christian Investment Advisors, Inc., RMG Wealth Management LLC, Trust Co Of Toledo Na /oh/, Northwestern Mutual Wealth Management Co, och GeoWealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fmr Llc | 156 | 81,40 | 6 | 150,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 186 | 7 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1 382 520 | 6,71 | 49 121 | 11,12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5 340 | 919,08 | 190 | 1 011,76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 18 815 | 42,31 | 668 | 48,12 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 13 331 | 484 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 965 | 816 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 430 | 44,98 | 229 | 50,99 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 902 | 7,36 | 245 | 11,87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 61 442 | 1,38 | 2 183 | 5,61 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7 331 | 2,42 | 260 | 6,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 152 350 | 467,22 | 5 413 | 490,83 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 307 179 | 10 914 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 235 | 0,43 | 8 | 14,29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 052 | 0,37 | 144 | 4,38 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 315 582 | 17,51 | 11 | 22,22 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 695 | 7,75 | 25 | 9,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 244 | 11,65 | 755 | 16,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 569 | 56 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 31 723 | 4,67 | 1 127 | 8,99 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14 300 | 43,00 | 508 | 48,97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 112 | 0,90 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 4 154 | 0,34 | 150 | 13,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19 256 | 0,66 | 1 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 15 992 | 4,75 | 596 | 13,98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 60 430 | 32,12 | 2 147 | 37,63 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 20 358 | 4,58 | 723 | 8,89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 905 | 0 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 295 | 10 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 160 647 | 5,16 | 5 708 | 9,50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38 853 | 21,67 | 1 380 | 26,72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 60 013 | 0,10 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 190 458 | 9,09 | 6 767 | 13,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 585 | 12,75 | 376 | 17,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 665 | 0,16 | 201 | 4,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6 530 | 7,38 | 232 | 12,08 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 6 663 | 0,41 | 238 | −4,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 539 | 0,52 | 374 | 4,47 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 388 | 12,14 | 14 | 18,18 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 229 889 | 3,07 | 8 168 | 7,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44 204 | 2,28 | 1 571 | 6,51 |
