Schwallier Wealth Management »

Northern Lts Fd Tr Iv intrntinl esg shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management 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 Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iv intrntinl esg by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $391k 12k 32.30
2024-06-30 $302k 10k 29.46
2024-03-31 $242k 8.0k 30.02