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Northern Lts Fd Tr Iv shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (GLRY) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 100k 30.19
2024-03-31 $2.2M 75k 30.05
2023-12-31 $580k 22k 26.63

More positions owned by OneAscent Financial Services

Unified Ser Tr Oneascent Core P (OACP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for OneAscent Financial Services

Top funds holding Northern Lts Fd Tr Iv

Ambassador Advisors
Creative Financial Designs
OneAscent Financial Services
Inspire Advisors
PFG Advisors
Cambridge Investment Research Advisors
CWM
Commonwealth Equity Services
Citadel Advisors
Synergy Financial Management
First Heartland Consultants
Harbour Investments
Golden State Equity Partners
Geneos Wealth Management
Creekmur Asset Management

View all funds holding Northern Lts Fd Tr Iv