WORLD EQUITY GROUP, INC. - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 65 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WORLD EQUITY GROUP, INC. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2024$1,211,025
-1.1%
23,706
-2.4%
0.36%
+43.8%
Q1 2024$1,224,183
-4.4%
24,299
-11.7%
0.25%
-2.3%
Q4 2023$1,280,543
+15.5%
27,509
+88.8%
0.26%
+11.7%
Q3 2023$1,108,22314,5680.23%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 17,616,103$749,565,00026.34%
McAlister, Sweet & Associates, Inc. 75,328$3,205,0003.41%
SimpliFi, Inc. 61,349$2,610,0001.19%
WealthPlan Investment Management, LLC 264,561$10,312,0000.72%
WealthPLAN Partners, LLC 264,561$10,312,0000.72%
Main Management LLC 125,550$5,342,0000.55%
Independent Wealth Network Inc. 18,135$772,0000.49%
Mutual Advisors, LLC 201,872$8,590,0000.48%
Peterson Financial Group, Inc. 10,520$448,0000.33%
Belpointe Asset Management LLC 83,336$3,546,0000.22%
View complete list of NORTHERN LTS FD TR IV shareholders