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Northern Lts Fd Tr Iv shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 435k 13.67
2023-09-30 $1.9M 144k 13.30
2023-06-30 $2.2M 166k 13.50
2023-03-31 $150k 11k 13.24
2022-12-31 $131k 10k 12.69

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View all positions for LPL Financial

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