NORTHERN LTS FD TR IV's ticker is LCG and the CUSIP is 66538H385. A total of 12 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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 205,806 | $4,766,858 | 1.03% |
| SRS Capital Advisors, Inc. | 240,054 | $5,560,107 | 0.69% |
| BluePath Capital Management, LLC | 25,347 | $587,085 | 0.54% |
| AE Wealth Management LLC | 1,601,934 | $37,103,832 | 0.22% |
| D.A. DAVIDSON & CO. | 62,295 | $1,442,870 | 0.02% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7,400 | $171,398 | 0.01% |
| DAVENPORT & Co LLC | 23,746 | $550,014 | 0.00% |
| TRUIST FINANCIAL CORP | 76,965 | $1,782,663 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 70,582 | $1,634,813 | 0.00% |
| UBS Group AG | 1,700 | $39,375 | 0.00% |
| JPMORGAN CHASE & CO | 100 | $2,316 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
External links
This page lists NORTHERN LTS FD TR IV's shareholders in Q3 2023. To view NORTHERN LTS FD TR IV's shareholder history, click here.