ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
| Pemilik |
Nilai Ekuitas
($1000) |
Nilai Panggilan
($1000) |
Masukkan Nilai
($1000) |
Posisi Long/Short Bersih
($1000) |
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Envestnet Portfolio Solutions, Inc.
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RMG Wealth Management LLC
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Goldman Sachs Group Inc
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Whitaker-Myers Wealth Managers, LTD.
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Principal Securities, Inc.
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Cornerstone Planning Group LLC
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Private Trust Co Na
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Ronald Blue Trust, Inc.
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Cambridge Investment Research Advisors, Inc.
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Revisor Wealth Management LLC
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Advisor Group Holdings, Inc.
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LPL Financial LLC
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Northwestern Mutual Wealth Management Co
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Sowell Financial Services LLC
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Noble Wealth Management PBC
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LVZ Advisors, Inc.
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Christian Investment Advisors, Inc.
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AlphaStar Capital Management, LLC
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Transce3nd, LLC
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Morgan Stanley
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SILVER OAK SECURITIES, Inc
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Harvest Investment Services, LLC
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United Capital Financial Advisers, Llc
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Sound Financial Strategies Group, LLC
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Cwm, Llc
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Avantax Advisory Services, Inc.
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GeoWealth Management, LLC
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Captrust Financial Advisors
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Cetera Investment Advisers
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Kestra Advisory Services, LLC
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Change Path, LLC
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Ameritas Investment Partners, Inc.
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Commonwealth Equity Services, Llc
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Raymond James Financial Inc
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UBS Group AG
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Creekmur Asset Management LLC
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Bare Financial Services, Inc
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Howe & Rusling Inc
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LaSalle St. Investment Advisors, LLC
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Optivise Advisory Services LLC
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Jones Financial Companies Lllp
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Oliver Lagore Vanvalin Investment Group
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Values First Advisors, Inc.
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Inspire Advisors, LLC
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Creative Financial Designs Inc /adv
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IFP Advisors, Inc
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CWM Advisors, LLC
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Frontier Asset Management, LLC
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Ameritas Advisory Services, LLC
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Geneos Wealth Management Inc.
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OneAscent Financial Services LLC
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Koss-Olinger Consulting, LLC
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Wealthcare Advisory Partners LLC
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Mosaic Family Wealth Partners, Llc
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SRS Capital Advisors, Inc.
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Winch Advisory Services, LLC
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Sterling Investment Advisors, Ltd.
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Keel Point, LLC
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IAG Wealth Partners, LLC
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S.A. Mason LLC
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AE Wealth Management LLC
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Fmr Llc
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Royal Bank Of Canada
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Wells Fargo & Company/mn
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Trust Point Inc.
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Ambassador Advisors, LLC
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Trust Co Of Toledo Na /oh/
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EverSource Wealth Advisors, LLC
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Strategic Blueprint, LLC
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Gts Securities Llc
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Fairman Group, LLC
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PAX Financial Group, LLC
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Financial Advisory Corp
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CoreCap Advisors, LLC
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Harbour Investments, Inc.
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Envestnet Asset Management Inc
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MAI Capital Management
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Financial Advocates Investment Management
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Susquehanna International Group, Llp
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