Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
968,686
-
Total 13F shares
-
741,458
-
Share change
-
+97,870
-
Total reported value
-
$20,031,085
-
Price per share
-
$27.02
-
Number of holders
-
10
-
Value change
-
+$2,618,466
-
Number of buys
-
7
-
Number of sells
-
4
Institutional Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q2 2024
As of 30 Jun 2024 Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 741,458 shares of stock of the company.
Largest 10 holders included SRS Capital Advisors, Inc., AE Wealth Management LLC, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, B.O.S.S. Retirement Advisors, LLC, D.A. DAVIDSON & CO., BluePath Capital Management, LLC, LPL Financial LLC, DAVENPORT & Co LLC, and UBS Group AG.
This table shows 10 institutional shareholders of the security as of 30 Jun 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.