WealthPLAN Partners, LLC - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is and the CUSIP is 66538H179. 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%.

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Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q4 2023$551,992
+6.2%
40,949
+4.8%
0.06%
-5.0%
Q3 2023$519,876
-0.5%
39,089
+1.0%
0.06%
-18.9%
Q2 2023$522,574
+4.4%
38,709
+2.4%
0.07%
+29.8%
Q1 2023$500,336
-0.1%
37,790
+0.2%
0.06%
+62.9%
Q4 2022$501,044–37,700–0.04%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2023
NameSharesValueWeighting ↓
Main Management LLC 6,134,793$81,5938.27%
Echo45 Advisors LLC 242,608$3,226,6902.74%
COLUMBIA ADVISORY PARTNERS LLC 172,597$2,295,5402.50%
Madrona Financial Services, LLC 389,920$5,185,9362.37%
Orion Portfolio Solutions, LLC 8,276,241$110,074,0071.33%
Atlas Financial Advisors, Inc. 111,475$1,482,6181.16%
GeoWealth Management, LLC 46,678$6210.07%
WealthPLAN Partners, LLC 39,089$519,8760.06%
TOWNSQUARE CAPITAL LLC 73,932$983,2960.02%
Mutual Advisors, LLC 21,994$292,5160.01%
View complete list of NORTHERN LTS FD TR IV shareholders