Arkadios Wealth Advisors - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is and the CUSIP is 66538H195. A total of 12 filers reported holding NORTHERN LTS FD TR IV in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Filings
Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2024$18,865,320
+4.3%
762,512
+1.9%
1.27%
-9.3%
Q1 2024$18,087,270
+5.1%
747,977
+2.0%
1.40%
-3.7%
Q4 2023$17,214,852
+31.9%
733,652
+19.9%
1.46%
+17.6%
Q3 2023$13,050,208–611,821–1.24%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2023
NameSharesValueWeighting ↓
Arkadios Wealth Advisors 733,652$17,214,8521.46%
ROTHSCHILD INVESTMENT LLC 151,325$3,550,7810.30%
KESTRA PRIVATE WEALTH SERVICES, LLC 120,901$2,836,8940.07%
Coppell Advisory Solutions LLC 4,106$96,3460.02%
HighTower Advisors, LLC 33,864$793,0000.00%
GTS SECURITIES LLC 13,498$316,7310.00%
Impact Partnership Wealth, LLC 65$1,5250.00%
WELLS FARGO & COMPANY/MN 1,638$38,4350.00%
JANE STREET GROUP, LLC 24,410$572,7710.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of NORTHERN LTS FD TR IV shareholders