CARY STREET PARTNERS INVESTMENT ADVISORY LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is LCG and the CUSIP is 66538H385. A total of 12 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$171,398
+23.2%
7,400
+37.0%
0.01%0.0%
Q2 2023$139,1705,4000.01%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
SRS Capital Advisors, Inc. 67,962$1,796,0000.27%
Simplicity Solutions, LLC 304,681$8,053,0000.12%
AE Wealth Management LLC 324,841$8,586,0000.10%
TRUIST FINANCIAL CORP 140,835$3,723,0000.01%
Carroll Financial Associates, Inc. 980$25,0000.00%
OSAIC HOLDINGS, INC. 600$16,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of NORTHERN LTS FD TR IV shareholders