NORTHERN LTS FD TR IV's ticker is and the CUSIP is 66538H195.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,050,208 | – | 611,821 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arkadios Wealth Advisors | 611,821 | $13,050,208 | 1.24% |
| ROTHSCHILD INVESTMENT LLC /IL | 100,075 | $2,135 | 0.18% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 153,573 | $3,275,727 | 0.10% |
| HighTower Advisors, LLC | 29,768 | $634,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Citadel Advisors | 15,526 | $331,171 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 440 | $9 | 0.00% |
| UBS Group AG | 1,216 | $25,937 | 0.00% |
| NewEdge Advisors, LLC | 0 | $0 | 0.00% |