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Sound Financial Strategies Group, LLC → NTRSO

Sound Financial Strategies Group, LLC NTRSO Position History

NTRSO

Quarters held
4
Latest value
$3.6M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.9M
Q1 2026$3.6M
Q2 2026$4.1M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M13.2K——
Q2 2026$4.1M14.5K——
Q1 2026$3.6M14.2K——
Q4 2025$2.9M11.8K——

Other funds holding NTRSO

Other Sound Financial Strategies Group, LLC positions

ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$15.9M
ETHA

ISHARES TR

$15.9M
ETHA

ISHARES TR

$15.1M
ETHA

ISHARES TR

$13.8M
ETHA

ISHARES TR

$13.8M
INSP

NORTHERN LTS FD TR IV

$6.5M
VGES

VANGUARD TAX-MANAGED FDS

$6.4M