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Northern Lts Fd Tr Iv inspire corp shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv inspire corp (IBD) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Northern Lts Fd Tr Iv inspire corp

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All positions including Northern Lts Fd Tr Iv inspire corp held by Optivise Advisory 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 inspire corp by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $665k 28k 23.44
2024-09-30 $640k 27k 24.08
2024-06-30 $594k 26k 23.32

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

Top funds holding Northern Lts Fd Tr Iv inspire corp

Inspire Advisors
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Atria Investments
Creative Financial Designs
Change Path
CWM Advisors
Bare Financial Services
OneAscent Financial Services
PAX Financial Group
OneAscent Wealth Management
LPL Financial
LVZ Advisors
Citadel Advisors
Legacy Wealth Asset Management

View all funds holding Northern Lts Fd Tr Iv inspire corp