Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
968,686
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
2,278,996
-
Shares change
-
-11,586
-
Total reported value, excl. options
-
$65,109,486
-
Value change
-
-$295,780
-
Number of buys
-
5
-
Number of sells
-
6
-
Price
-
$28.48
Institutional Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q4 2023
As of 31 Dec 2023 Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,278,996 shares of stock of the company.
Largest 10 holders included AE Wealth Management LLC, SRS Capital Advisors, Inc., B.O.S.S. Retirement Advisors, LLC, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, D.A. DAVIDSON & CO., DAVENPORT & Co LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, UBS Group AG, and CARY STREET PARTNERS INVESTMENT ADVISORY LLC.
This table shows 12 institutional shareholders of the security as of 31 Dec 2023.
| 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.