WealthPlan Investment Management, LLC - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is TMAT and the CUSIP is 66538H278. A total of 22 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%.

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Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q4 2022$431,886
+14.9%
30,619
+5.3%
0.03%
+11.1%
Q3 2022$376,000
+14.3%
29,065
+29.5%
0.03%
+17.4%
Q1 2022$329,000–22,450–0.02%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management LLC 2,836,051$38,5283.91%
Orion Portfolio Solutions, LLC 2,431,704$33,035,1820.40%
GeoWealth Management, LLC 44,865$6100.07%
WealthPLAN Partners, LLC 32,935$447,4370.05%
TOWNSQUARE CAPITAL LLC 71,697$974,0180.02%
Mutual Advisors, LLC 15,495$210,4990.01%
Atria Wealth Solutions, Inc. 26,422$358,9480.01%
Cetera Investment Advisers 14,190$192,7770.00%
Envestnet Portfolio Solutions, Inc. 28,924$392,9380.00%
OSAIC HOLDINGS, INC. 50,335$663,3470.00%
View complete list of NORTHERN LTS FD TR IV shareholders