Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
968,686
-
Total 13F shares
-
659,871
-
Share change
-
+27,184
-
Total reported value
-
$19,595,422
-
Price per share
-
$29.70
-
Number of holders
-
11
-
Value change
-
+$849,805
-
Number of buys
-
5
-
Number of sells
-
6
Institutional Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q4 2024
As of 31 Dec 2024,
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
659,871 shares.
The largest 10 holders included
B.O.S.S. Retirement Advisors, LLC, SRS Capital Advisors, Inc., AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, D.A. DAVIDSON & CO., United Advisor Group, LLC, Sterling Capital Management LLC, BluePath Capital Management, LLC, and DAVENPORT & Co LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.