NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $317,879 | +93393.8% | 9,981 | -1.9% | 0.07% | +25.5% |
Q2 2023 | $340 | +8.6% | 10,177 | +6.7% | 0.06% | +7.8% |
Q1 2023 | $313 | -9.5% | 9,541 | -13.9% | 0.05% | -21.5% |
Q4 2022 | $346 | -99.9% | 11,084 | +11.1% | 0.06% | -5.8% |
Q3 2022 | $317,879 | -12.2% | 9,981 | -13.7% | 0.07% | -14.8% |
Q2 2022 | $362,000 | -25.8% | 11,570 | -16.4% | 0.08% | -18.2% |
Q1 2022 | $488,000 | – | 13,842 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Inspire Investing, LLC | 537,278 | $15,276,000 | 12.99% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 43,620 | $1,240,000 | 0.84% |
AlphaStar Capital Management, LLC | 60,159 | $1,710,000 | 0.44% |
M Holdings Securities, Inc. | 118,262 | $1,925,000 | 0.29% |
Institute for Wealth Management, LLC. | 26,698 | $759,000 | 0.18% |
Keel Point, LLC | 34,671 | $986,000 | 0.14% |
Kovack Advisors, Inc. | 7,194 | $205,000 | 0.05% |
IFP Advisors, Inc | 3,840 | $109,000 | 0.01% |
JANE STREET GROUP, LLC | 34,774 | $989,000 | 0.00% |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,485 | $184,000 | 0.00% |