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Northern Lts Fd Tr Iv inspire smal etf shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv inspire smal etf (ISMD) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Northern Lts Fd Tr Iv inspire smal etf

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All positions including Northern Lts Fd Tr Iv inspire smal etf held by Envestnet Portfolio Solutions 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 smal etf by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $303k 8.0k 37.90
2024-06-30 $348k 10k 34.63

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View all positions for Envestnet Portfolio Solutions

Top funds holding Northern Lts Fd Tr Iv inspire smal etf

Inspire Advisors
PAX Financial Group
Change Path
CWM Advisors
LPL Financial
Legacy Wealth Asset Management
LVZ Advisors
AlphaStar Capital Management
CWM
Cambridge Investment Research Advisors
Sound Financial Strategies Group
Trust Point
EverSource Wealth Advisors
Frontier Asset Management
Bare Financial Services

View all funds holding Northern Lts Fd Tr Iv inspire smal etf