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Northern Lts Fd Tr Iv intrntinl esg shares owned by ValMark Advisers

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv intrntinl esg (WWJD) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Northern Lts Fd Tr Iv intrntinl esg

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv intrntinl esg held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv intrntinl esg by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 63k 30.02

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Northern Lts Fd Tr Iv intrntinl esg

Inspire Advisors
Ambassador Advisors
PAX Financial Group
Change Path
CWM Advisors
Fiduciary Alliance
Bare Financial Services
EverSource Wealth Advisors
Legacy Wealth Asset Management
Cambridge Investment Research Advisors
OneAscent Financial Services
ValMark Advisers
Northwestern Mutual Wealth Management Company
LPL Financial
Range Financial Group

View all funds holding Northern Lts Fd Tr Iv intrntinl esg