Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MAIN SECTR ROTN
-
Total 13F shares
-
59,143
-
Share change
-
0
-
Total reported value
-
$2,753,132
-
Price per share
-
$46.55
-
Number of holders
-
1
Institutional Holders of NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) as of Q4 2023
As of 31 Dec 2023,
NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
59,143 shares.
The largest 10 holders included
Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, Integrated Wealth Concepts LLC, LPL Financial LLC, TOWNSQUARE CAPITAL LLC, Madrona Financial Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Main Management LLC, OSAIC HOLDINGS, INC., and GeoWealth Management, LLC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q4 2023 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.