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Northern Lts Fd Tr Iv intrntinl esg shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 35k 29.53
2023-09-30 $470k 18k 26.35

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Etf Opportunities Trust American Conser (ACVF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Exxon Mobil Corporation (XOM)

View all positions for WorthPointe

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