Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Northern Lights Fund Trust IV - Inspire International ETF includono Tulsa Wealth Advisors, INC, Farther Finance Advisors, LLC, Independent Advisor Alliance, GEM Asset Management, LLC, Pinnacle Financial Partners, Inc., Gwn Securities Inc., Van Diest Capital, LLC, Root Financial Partners, LLC, Western Wealth Management, LLC, e Peoples Financial Services Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 80.822 | 27,72 | 3.022 | 30,89 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 91.361 | 8,86 | 3.416 | 11,56 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 582.994 | 341,63 | 21.798 | 352,71 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5.500 | 206 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 75.358 | 10,04 | 2.818 | 12,77 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 281.469 | 6,03 | 10.524 | 8,67 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.732 | 214 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 81.920 | 482,23 | 3.063 | 496,88 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 31.603 | 1.182 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 864 | 32 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 36.979 | 1.383 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 84.552 | 13,71 | 3.161 | 16,56 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 303 | 11 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 61.552 | 36,84 | 2.301 | 40,30 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 5.359 | 200 | ||||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 19.820 | 8,41 | 741 | 6,16 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7.733 | 0,91 | 289 | 3,58 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 24.464 | 0,25 | 915 | 2,70 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 274.119 | 10,11 | 10.249 | 12,86 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 32.629 | 14,38 | 1.220 | 17,31 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 89.814 | 0,81 | 3.276 | 109.100,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5.695 | 0,74 | 213 | 2,91 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 13.605 | 11,81 | 509 | 14,67 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 169.074 | 68,19 | 6.322 | 72,38 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 52.370 | 4,40 | 1.958 | 6,47 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 40.135 | 11,06 | 1.501 | 13,81 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 444.041 | 0,63 | 16.603 | 3,14 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 18.028 | 48,48 | 674 | 52,49 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 8.060 | 3,23 | 301 | |||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 522.686 | 1,84 | 19.543 | 4,39 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 64.145 | 14,76 | 2.398 | 17,66 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 59.236 | 2 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 50.991 | 23,35 | 1.907 | 26,39 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 50.804 | 11,41 | 1.900 | 14,19 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 24.612 | 7,87 | 920 | 10,58 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 121.831 | 8,20 | 4.444 | 11,94 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 451.484 | 0,27 | 16.881 | 2,77 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 500 | 19 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 5.377 | 201 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 58.188 | 2,39 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.154 | 34,22 | 155 | 38,39 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 8.353 | 27,33 | 312 | 30,54 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 396.067 | 49,60 | 11.673 | 20,88 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 6.091 | 228 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 153.823 | 17,52 | 5.751 | 20,26 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 5.643 | 211 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 224.428 | 1.029,37 | 8.187 | 1.069,57 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 20.898 | 1,46 | 781 | 3,99 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 53.498 | 56,53 | 2.000 | 60,51 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 15.297 | 18,92 | 572 | 21,75 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 43.843 | 54,15 | 1.639 | 58,05 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 107.317 | 9,79 | 4.013 | 12,54 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 2.912.545 | 7,48 | 108.900 | 10,16 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29.739 | 1.120 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.949 | 777,93 | 73 | 800,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 34.204 | 0,50 | 1.279 | 2,98 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18.095 | 677 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 243 | 53,80 | 9 | 80,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11.467 | 429 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 11.166 | 69,46 | 418 | 73,75 |
