GeoWealth Management, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is TMAT and the CUSIP is 66538H278. A total of 1 filers reported holding NORTHERN LTS FD TR IV in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$610
+3.0%
44,865
+12.6%
0.07%
+7.8%
Q2 2023$59239,8360.06%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2023
NameSharesValueWeighting ↓
Main Management LLC 2,836,051$38,5283.91%
Orion Portfolio Solutions, LLC 2,431,704$33,035,1820.40%
GeoWealth Management, LLC 44,865$6100.07%
WealthPLAN Partners, LLC 32,935$447,4370.05%
TOWNSQUARE CAPITAL LLC 71,697$974,0180.02%
Mutual Advisors, LLC 15,495$210,4990.01%
Atria Wealth Solutions, Inc. 26,422$358,9480.01%
Cetera Investment Advisers 14,190$192,7770.00%
Envestnet Portfolio Solutions, Inc. 28,924$392,9380.00%
OSAIC HOLDINGS, INC. 50,335$663,3470.00%
View complete list of NORTHERN LTS FD TR IV shareholders