NORTHERN LTS FD TR IV's ticker is LCG and the CUSIP is 66538H385. A total of 10 filers reported holding NORTHERN LTS FD TR IV in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,014 | +28.0% | 23,746 | +42.4% | 0.00% | +33.3% |
| Q2 2023 | $429,777 | +39.4% | 16,676 | +23.2% | 0.00% | +50.0% |
| Q1 2023 | $308,371 | +39.5% | 13,531 | +15.1% | 0.00% | 0.0% |
| Q3 2022 | $221,000 | -37.0% | 11,759 | -11.6% | 0.00% | 0.0% |
| Q1 2022 | $351,000 | -18.2% | 13,302 | -5.1% | 0.00% | -33.3% |
| Q4 2021 | $429,000 | – | 14,023 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 194,546 | $3,860,123 | 0.99% |
| SRS Capital Advisors, Inc. | 257,072 | $5,100,746 | 0.71% |
| AE Wealth Management LLC | 1,647,090 | $32,681,061 | 0.24% |
| TRUIST FINANCIAL CORP | 144,067 | $2,858,534 | 0.01% |
| Rockefeller Capital Management L.P. | 8,000 | $158 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 104,263 | $2,068,755 | 0.00% |
| Citadel Advisors | 20,588 | $408,501 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,247 | $362,051 | 0.00% |
| NewEdge Advisors, LLC | 750 | $14,881 | 0.00% |
| UBS Group AG | 8,190 | $162,490 | 0.00% |