Carroll Financial Associates, Inc. - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is LCG and the CUSIP is 66538H385. A total of 11 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q4 2021$30,000
+7.1%
9800.0%0.00%0.0%
Q3 2021$28,0000.0%9800.0%0.00%0.0%
Q2 2021$28,000
+12.0%
9800.0%0.00%0.0%
Q1 2021$25,0000.0%9800.0%0.00%0.0%
Q4 2020$25,0009800.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2021
NameSharesValueWeighting ↓
SRS Capital Advisors, Inc. 218,784$4,343,0000.66%
AE Wealth Management LLC 1,607,670$31,912,0000.26%
TRUIST FINANCIAL CORP 192,479$3,820,0000.01%
ENVESTNET ASSET MANAGEMENT INC 88,225$1,751,0000.00%
Rockefeller Capital Management L.P. 8,000$158,0000.00%
OSAIC HOLDINGS, INC. 1,640$33,0000.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,247$759,0000.00%
UBS Group AG 309$6,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
JPMORGAN CHASE & CO 246$5,0000.00%
View complete list of NORTHERN LTS FD TR IV shareholders