Atria Investments, Inc - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$3,209,298
+92.2%
76,248
+96.7%
0.06%
+90.0%
Q2 2023$1,669,939
+25.8%
38,755
+18.5%
0.03%
+20.0%
Q1 2023$1,327,595
-19.8%
32,699
-23.3%
0.02%
-26.5%
Q4 2022$1,654,53842,6530.03%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 17,149,252$623,718,00025.02%
McAlister, Sweet & Associates, Inc. 72,793$2,647,0002.68%
SimpliFi, Inc. 61,909$2,252,0001.11%
Astoria Portfolio Advisors LLC. 37,847$1,376,0001.00%
Mutual Advisors, LLC 231,402$8,416,0000.56%
Main Management LLC 124,014$4,510,0000.54%
Independent Wealth Network Inc. 17,672$643,0000.46%
Peterson Financial Group, Inc. 8,893$323,0000.26%
Belpointe Asset Management LLC 85,210$3,099,0000.21%
EverSource Wealth Advisors, LLC 15,988$581,0000.15%
View complete list of NORTHERN LTS FD TR IV shareholders