Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / INSPIRE GBL HOPE
-
Total 13F shares
-
2,320,772
-
Share change
-
+199,935
-
Total reported value
-
$86,966,374
-
Price per share
-
$37.73
-
Number of holders
-
66
-
Value change
-
+$6,950,937
-
Number of buys
-
35
-
Number of sells
-
21
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q1 2025
As of 31 Mar 2025,
NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,320,772 shares.
The largest 10 holders included
CREATIVE FINANCIAL DESIGNS INC /ADV, Inspire Advisors, LLC, Legacy Wealth Asset Management, LLC, CWM, LLC, LPL Financial LLC, OneAscent Financial Services LLC, UBS Group AG, Frontier Asset Management, LLC, Atria Investments, Inc, and Sowell Financial Services LLC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.