NORTHERN LTS FD TR IV's ticker is GLRY and the CUSIP is 66538H369. A total of 13 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,219 | +62.3% | 5,002 | +63.9% | 0.00% | – |
| Q2 2023 | $77,774 | +3.4% | 3,051 | -2.2% | 0.00% | – |
| Q1 2023 | $75,232 | +10.6% | 3,119 | +2.9% | 0.00% | – |
| Q4 2022 | $68,000 | +58.1% | 3,031 | +45.8% | 0.00% | – |
| Q3 2022 | $43,000 | +22.9% | 2,079 | +24.5% | 0.00% | – |
| Q2 2022 | $35,000 | +1650.0% | 1,670 | +2097.4% | 0.00% | – |
| Q1 2022 | $2,000 | +100.0% | 76 | +162.1% | 0.00% | – |
| Q4 2021 | $1,000 | – | 29 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 927,597 | $22,769,000 | 4.41% |
| Inspire Advisors, LLC | 18,829 | $462,000 | 0.13% |
| First Heartland Consultants, Inc. | 9,171 | $225,000 | 0.04% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | $1,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 76 | $2,000 | 0.00% |
| UBS Group AG | 162 | $4,000 | 0.00% |
| EverSource Wealth Advisors, LLC | 31 | $1,000 | 0.00% |