Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
968,686
-
Total 13F shares
-
2,268,923
-
Share change
-
-38,812
-
Total reported value
-
$58,475,131
-
Price per share
-
$25.77
-
Number of holders
-
10
-
Value change
-
-$945,932
-
Number of buys
-
7
-
Number of sells
-
6
Institutional Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q2 2023
As of 30 Jun 2023,
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,268,923 shares.
The largest 10 holders included
AE Wealth Management LLC, SRS Capital Advisors, Inc., B.O.S.S. Retirement Advisors, LLC, D.A. DAVIDSON & CO., TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, DAVENPORT & Co LLC, Rockefeller Capital Management L.P., CARY STREET PARTNERS INVESTMENT ADVISORY LLC, and UBS Group AG.
This page lists
10
institutional shareholders reporting positions in this security
for the Q2 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.