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Northern Lts Fd Tr Iv intrntinl esg shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $326k 11k 30.02
2023-12-31 $308k 10k 29.53
2023-09-30 $278k 11k 26.35
2023-06-30 $274k 9.9k 27.80

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View all positions for TrueWealth Advisors

Top funds holding Northern Lts Fd Tr Iv intrntinl esg

Inspire Advisors
Ambassador Advisors
PAX Financial Group
Change Path
CWM Advisors
Fiduciary Alliance
EverSource Wealth Advisors
Legacy Wealth Asset Management
Bare Financial Services
Cambridge Investment Research Advisors
Advisor Group Holdings
OneAscent Financial Services
Jane Street
Gts Securities
Silver Oak Securities

View all funds holding Northern Lts Fd Tr Iv intrntinl esg