Synergy Asset Management, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is FEVR and the CUSIP is 66538H351. A total of 8 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Synergy Asset Management, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q1 2022$6,050,000
-2.2%
221,686
+1.2%
1.46%
+1.4%
Q3 2021$6,185,000219,0451.44%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q1 2022
NameSharesValueWeighting ↓
Faithward Advisors, LLC 1,194,898$34,931,0006.63%
Sound Financial Strategies Group, LLC 406,574$11,885,0005.94%
EverSource Wealth Advisors, LLC 30$1,0000.00%
CoreCap Advisors, LLC 82$2,0000.00%
ROYAL BANK OF CANADA 292$9,0000.00%
UBS Group AG 580$17,0000.00%
OSAIC HOLDINGS, INC. 750$21,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of NORTHERN LTS FD TR IV shareholders