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Northern Lts Fd Tr Iv intrntinl esg shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $528k 16k 32.30
2024-06-30 $339k 12k 29.46

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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
OneAscent Financial Services
Sound Financial Strategies Group
LPL Financial
Commonwealth Equity Services

View all funds holding Northern Lts Fd Tr Iv intrntinl esg