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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

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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

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

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