Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF comprennent Christian Investment Advisors, Inc., RMG Wealth Management LLC, Trust Co Of Toledo Na /oh/, Northwestern Mutual Wealth Management Co, et GeoWealth Management, LLC .
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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fmr Llc | 156 | 81,40 | 6 | 150,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1 382 520 | 6,71 | 49 121 | 11,12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 186 | 7 | ||||||
| 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 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 569 | 56 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 244 | 11,65 | 755 | 16,18 | ||||
| 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 |
