Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Northern Lights Fund Trust IV - Inspire Corporate Bond ETF comprennent Summit Wealth Group Llc / Co, RMG Wealth Management LLC, Pioneer Wealth Management Group, Bedel Financial Consulting, Inc., et AdvisorNet Financial, Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 990 | 173,06 | 72 | 184,00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 14 817 | 0,85 | 356 | 2,01 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 11 577 | 278 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8 182 | 13,17 | 196 | 13,95 | ||||
| 2025-07-18 | 13F | Vicus Capital | 78 007 | 4,05 | 1 873 | 5,17 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 42 398 | 1 018 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 134 | 3 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 121 541 | 58,29 | 2 918 | 60,07 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 79 116 | 1 900 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 518 | 12 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 725 | 0,47 | 113 | 1,80 | ||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 8 951 | 3,95 | 215 | 4,90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37 | 1 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12 544 | 301 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 682 | 16 | ||||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 22 533 | 1,25 | 541 | 2,46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 202 | 21,75 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 32 | 60,00 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 619 922 | 0,60 | 14 884 | 1,71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15 860 | 8,60 | 381 | 9,83 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 976 | 6,78 | 289 | 7,87 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46 348 | 82,17 | 1 113 | 84,11 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 65 847 | 7,23 | 1 564 | 8,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 346 177 | 12,29 | 8 312 | 13,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97 583 | 8,94 | 2 343 | 10,16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 899 262 | 33,57 | 21 591 | 35,03 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 466 | 0,96 | 35 | 2,94 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 97 088 | 86,12 | 2 331 | 88,59 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 598 053 | 2,28 | 14 359 | 3,40 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12 420 | 6,01 | 298 | 7,19 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 147 185 | 3,13 | 3 534 | 4,25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 174 | 7,93 | 220 | 9,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 141 | 3 | ||||||
| 2025-07-08 | 13F | Range Financial Group LLC | 124 936 | 17,02 | 3 000 | 18,30 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 637 196 | 3,90 | 15 299 | 5,04 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 81 784 | 2,15 | 1 964 | 3,26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25 717 | 43,84 | 617 | 45,52 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 15 533 | 372 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27 540 | 664 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5 651 | 53,43 | 136 | 55,17 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22 814 | 24,77 | 548 | 26,04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 648 | 0,82 | 400 | 1,79 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 1 463 000 | 2,36 | 35 127 | 3,48 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 715 | 4,16 | 593 | 5,33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 8 720 | 209 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 25 111 | 17,15 | 603 | 18,27 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12 128 | 1,00 | 291 | 2,11 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 17 306 | 1,81 | 416 | 2,98 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 298 | 5,95 | 1 280 | 7,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58 790 | 29 003,96 | 1 412 | 35 175,00 |
