LIBERTY WEALTH MANAGEMENT LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is FFHG and the CUSIP is 66538H674. A total of 6 filers reported holding NORTHERN LTS FD TR IV in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q1 2021$10,0000.0%3410.0%0.01%0.0%
Q4 2020$10,000
+25.0%
3410.0%0.01%0.0%
Q3 2020$8,0000.0%3410.0%0.01%
-16.7%
Q2 2020$8,0000.0%3410.0%0.01%
-14.3%
Q1 2020$8,000
-20.0%
3410.0%0.01%
-12.5%
Q4 2019$10,000
+11.1%
3410.0%0.01%
-11.1%
Q3 2019$9,0000.0%3410.0%0.01%
+12.5%
Q2 2019$9,0000.0%3410.0%0.01%
+14.3%
Q1 2019$9,000
+12.5%
3410.0%0.01%
+16.7%
Q4 2018$8,0003410.01%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2019
NameSharesValueWeighting ↓
FormulaFolio Investments, LLC 1,559,731$47,211,0000.99%
Professional Financial Advisors, LLC 4,113$124,0000.10%
Investors Research Corp 554$17,0000.01%
LIBERTY WEALTH MANAGEMENT LLC 341$10,0000.01%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 88,352$2,674,0000.00%
Steward Partners Investment Advisory, LLC 148$4,0000.00%
IFP Advisors, Inc 0$00.00%
UBS Group AG 938$28,0000.00%
Gradient Investments LLC 311$8,0000.00%
View complete list of NORTHERN LTS FD TR IV shareholders