Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MONARCH VOL FACT
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
1,361,232
-
Shares change
-
+1,361,232
-
Total reported value, excl. options
-
$35,271,290
-
Value change
-
+$35,271,290
-
Number of buys
-
3
-
Price
-
$25.91
Institutional Holders of NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) as of Q1 2024
As of 31 Mar 2024 NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) had 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,361,232 shares of stock of the company.
Largest 3 holders included Kingsview Wealth Management, LLC, CITADEL ADVISORS LLC, and UBS Group AG.
This table shows 3 institutional shareholders of the security as of 31 Mar 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.