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

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

Historical chart of Schwallier 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 Schwallier 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 11k 24.08

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier 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