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Northern Lts Fd Tr Iv inspire corp shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv inspire corp (IBD) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Northern Lts Fd Tr Iv inspire corp

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv inspire corp held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv inspire corp by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 180k 23.40
2022-09-30 $7.7M 341k 22.66
2021-03-31 $585k 23k 25.87
2020-12-31 $26M 959k 26.59

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Trane Technologies SHS (TT)

View all positions for OneAscent Wealth Management

Top funds holding Northern Lts Fd Tr Iv inspire corp

Inspire Advisors
Ambassador Advisors
CWM Advisors
Change Path
Creative Financial Designs
PAX Financial Group
Bare Financial Services
Atria Investments
OneAscent Financial Services
Old Mission Capital
Jane Street
OneAscent Wealth Management
LVZ Advisors
LPL Financial
Legacy Wealth Asset Management

View all funds holding Northern Lts Fd Tr Iv inspire corp