GeoWealth Management »

Northern Lts Fd Tr Iv shares owned by GeoWealth Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (BUYW) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iv by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $621k 47k 13.30
2023-06-30 $555k 41k 13.51

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding Northern Lts Fd Tr Iv

Orion Portfolio Solutions
Main Management
Advisor Group Holdings
Encompass More Asset Management
Virtue Capital Management
Envestnet Asset Management
Morgan Stanley
Madrona Financial Services
LPL Financial
Echo45 Advisors
Balyasny Asset Management
Columbia Advisory Partners
Atria Investments
Atria Wealth Solutions
Townsquare Capital

View all funds holding Northern Lts Fd Tr Iv