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Northern Lts Fd Tr Iv intrntinl esg shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 471 32.30
2024-06-30 $14k 471 29.46
2024-03-31 $14k 471 30.02

More positions owned by JFS Wealth Advisors

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Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Northern Lts Fd Tr Iv intrntinl esg

Inspire Advisors
PAX Financial Group
Ambassador Advisors
CWM Advisors
Change Path
Bare Financial Services
Fiduciary Alliance
EverSource Wealth Advisors
Legacy Wealth Asset Management
Frontier Asset Management
Cambridge Investment Research Advisors
Sound Financial Strategies Group
LPL Financial
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company

View all funds holding Northern Lts Fd Tr Iv intrntinl esg