ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF - Institutionellt ägande - Säljare

Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
US ˙ ARCA ˙ US66538H6412

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-11 13F Principal Securities, Inc. 1 029 −39,00 37 −42,86
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-01 13F Koss-Olinger Consulting, LLC 22 123 −10,38 786 −6,65
2025-07-22 13F Simplicity Wealth,LLC 0 −100,00 0
2025-07-15 13F LVZ Advisors, Inc. 62 818 −2,40 2 232 1,59
2025-05-20 13F Belpointe Asset Management LLC 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 5 635 −4,83 200 −0,99
2025-08-11 13F PAX Financial Group, LLC 193 416 −13,67 6 872 −10,10
2025-08-14 13F Royal Bank Of Canada 3 756 −34,88 134 −31,98
2025-08-14 13F Mercer Global Advisors Inc /adv 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-12 13F Frontier Asset Management, LLC 19 576 −14,75 696 −11,24
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-14 13F UBS Group AG 38 750 −19,54 1 377 −16,25
2025-07-10 13F Trust Point Inc. 15 972 −59,44 567 −57,78
2025-08-14 13F Raymond James Financial Inc 6 492 −0,08 231 4,07
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 23 754 −1,64 1
2025-08-01 13F Envestnet Asset Management Inc 13 170 −9,48 468 −5,85
2025-08-13 13F EverSource Wealth Advisors, LLC 30 422 −1,78 1 081 2,27
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 1 112 −26,94 38 −35,09
2025-08-12 13F Howe & Rusling Inc 2 573 −23,83 91 −20,87
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-08-14 13F Ambassador Advisors, LLC 14 320 −1,72 509 2,21
2025-08-14 13F Wells Fargo & Company/mn 1 −99,79 0 −100,00
2025-08-06 13F Sound Financial Strategies Group, LLC 44 884 −4,82 1 595 −0,87
2025-07-30 13F Strategic Blueprint, LLC 5 766 −39,20 205 −36,84
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 7 768 −21,04 276 −17,91
2025-07-08 13F Nbc Securities, Inc. 0 −100,00 0
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 7 296 −5,27 259 −1,15
2025-05-13 13F Steward Partners Investment Advisory, Llc 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 6 506 −48,18 231 −46,03
2025-08-15 13F Captrust Financial Advisors 10 793 −19,00 383 −15,64
2025-08-13 13F Bare Financial Services, Inc 29 599 −1,37 1 052 2,74
2025-07-15 13F Well Done, LLC 0 −100,00 0
2025-08-14 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-03-18 13F/A Bank Of America Corp /de/ 0 −100,00 0
2025-08-14 13F Harvest Investment Services, LLC 11 783 −6,97 419 −3,24
2025-07-24 13F Ronald Blue Trust, Inc. 1 148 −88,32 41 −88,06
2025-07-30 13F Legacy Wealth Asset Management, LLC 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 15 453 −6,00 550 −2,14
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista