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Northern Lts Fd Tr Iv intrntinl esg shares owned by CWM

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv intrntinl esg (WWJD) shares owned by CWM from 13F filings

Historical chart of CWM investment in Northern Lts Fd Tr Iv intrntinl esg

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv intrntinl esg held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv intrntinl esg by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $168k 5.6k 30.03
2023-12-31 $165k 5.6k 29.49
2023-09-30 $174k 6.6k 26.34
2023-06-30 $156k 5.6k 27.88
2023-03-31 $155k 5.6k 27.70
2022-12-31 $146k 5.6k 26.09
2022-09-30 $126k 5.7k 22.09

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
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Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Northern Lts Fd Tr Iv intrntinl esg

Inspire Advisors
Ambassador Advisors
PAX Financial Group
Change Path
CWM Advisors
Fiduciary Alliance
EverSource Wealth Advisors
Legacy Wealth Asset Management
Bare Financial Services
Cambridge Investment Research Advisors
Advisor Group Holdings
OneAscent Financial Services
Jane Street
Gts Securities
Silver Oak Securities

View all funds holding Northern Lts Fd Tr Iv intrntinl esg