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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
2024-09-30 $15M 638k 24.17
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)
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Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Us Bancorp Del Com New (USB)
Southern Company (SO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Timothy Plan Hig Dv Stk Etf (TPHD)
Spdr Gold Tr Gold Shs (GLD)
Sherwin-Williams Company (SHW)

View all positions for OneAscent Wealth Management

Top funds holding Northern Lts Fd Tr Iv inspire corp

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

View all funds holding Northern Lts Fd Tr Iv inspire corp