NORTHERN LTS FD TR IV's ticker is and the CUSIP is 66538H179. A total of 30 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,074,007 | +15.0% | 8,276,241 | +16.7% | 1.33% | +30.5% |
| Q2 2023 | $95,710,643 | +26.8% | 7,089,677 | +24.4% | 1.02% | +9.5% |
| Q1 2023 | $75,460,512 | +22.3% | 5,699,434 | +17.2% | 0.93% | -56.9% |
| Q4 2022 | $61,711,051 | +26.4% | 4,862,967 | +16.6% | 2.16% | +11.8% |
| Q3 2022 | $48,811,000 | – | 4,171,885 | – | 1.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthPLAN Partners, LLC | 40,949 | $551,992 | 0.06% |