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Northern Lts Fd Tr Iv intrntinl esg shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv intrntinl esg (WWJD) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group 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 Sound Financial Strategies Group 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 Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 90k 29.46
2021-12-31 $2.0M 65k 31.19
2021-09-30 $2.2M 64k 34.12
2021-06-30 $717k 21k 35.00

More positions owned by Sound Financial Strategies Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Kfa Mount Lucas (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
C H Robinson Worldwide Com New (CHRW)
Timothy Plan Hig Dv Stk Etf (TPHD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Essex Property Trust (ESS)

View all positions for Sound Financial Strategies Group

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
Northwestern Mutual Wealth Management Company

View all funds holding Northern Lts Fd Tr Iv intrntinl esg