NORTHERN LTS FD TR IV's ticker is GLRY and the CUSIP is 66538H369. A total of 13 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 | $8,900,839 | -0.8% | 352,731 | +0.2% | 1.04% | -1.7% |
| Q2 2023 | $8,971,807 | +929620.9% | 351,952 | +879780.0% | 1.06% | – |
| Q1 2023 | $965 | +7.1% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $901 | -9.9% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | – | 40 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 927,597 | $22,769,000 | 4.41% |
| Inspire Advisors, LLC | 18,829 | $462,000 | 0.13% |
| First Heartland Consultants, Inc. | 9,171 | $225,000 | 0.04% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | $1,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 76 | $2,000 | 0.00% |
| UBS Group AG | 162 | $4,000 | 0.00% |
| EverSource Wealth Advisors, LLC | 31 | $1,000 | 0.00% |