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Northern Lts Fd Tr Iv intrntinl esg shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 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 intrntinl esg by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 14k 32.30
2024-06-30 $383k 13k 29.46

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View all positions for Optivise Advisory Services

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