NORTHERN LTS FD TR IV's ticker is LCG and the CUSIP is 66538H385. A total of 7 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $23,701 | +12.9% | 1,040 | 0.0% | 0.00% | – |
| Q4 2022 | $21,000 | +5.0% | 1,040 | 0.0% | 0.00% | – |
| Q3 2022 | $20,000 | -39.4% | 1,040 | -36.6% | 0.00% | – |
| Q2 2022 | $33,000 | -23.3% | 1,640 | 0.0% | 0.00% | – |
| Q1 2022 | $43,000 | -14.0% | 1,640 | 0.0% | 0.00% | – |
| Q4 2021 | $50,000 | +2.0% | 1,640 | 0.0% | 0.00% | – |
| Q3 2021 | $49,000 | +188.2% | 1,640 | +173.3% | 0.00% | – |
| Q2 2021 | $17,000 | +6.2% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2020 | $16,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SRS Capital Advisors, Inc. | 67,962 | $1,796,000 | 0.27% |
| Simplicity Solutions, LLC | 304,681 | $8,053,000 | 0.12% |
| AE Wealth Management LLC | 324,841 | $8,586,000 | 0.10% |
| TRUIST FINANCIAL CORP | 140,835 | $3,723,000 | 0.01% |
| Carroll Financial Associates, Inc. | 980 | $25,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 600 | $16,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |