Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / MONARCH VOL FACT
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Number of holders
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2
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Total 13F shares, excl. options
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1.95M
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Shares change
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+81.3K
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Total reported value, excl. options
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$50.6M
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Value change
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+$2.11M
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Number of buys
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2
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Price
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$25.97
Significant Holders of NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) as of Q4 2024
2 filings reported holding MVFD - NORTHERN LTS FD TR IV - MONARCH VOL FACT as of Q4 2024.
NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.95M shares
.
Largest 2 shareholders include Kingsview Wealth Management, LLC (1.95M shares) and UBS Group AG (225 shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.