Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Northern Lights Fund Trust IV - Inspire Corporate Bond ETF includono Summit Wealth Group Llc / Co, RMG Wealth Management LLC, Pioneer Wealth Management Group, Bedel Financial Consulting, Inc., e AdvisorNet Financial, Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
