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Northern LTS FD TR IV

CUSIP: 66538H195 | 21 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

Arkadios Wealth Advisors762,512
1.3% of portfolio›$18.9M
GTS Securities LLC29,827
0.0% of portfolio›$738.0K
Susquehanna International Group, LLP26,663
0.0% of portfolio›$659.7K
HighTower Advisors, LLC13,838
0.0% of portfolio›$342.0K
Coppell Advisory Solutions LLC3,781
0.0% of portfolio›$93.5K
Benjamin F. Edwards & Company, Inc.440
0.0% of portfolio›$11
FMR LLC1
0.0% of portfolio›$25
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Arkadios Wealth Advisors
762,512$18.9M1.3%CoreLowAtlanta, GA2024-07-29
GTS Securities LLC
29,827$738.0K0.0%ETFVery HighNew York, NY2024-08-14
Susquehanna International Group, LLP
26,663$659.7K0.0%GrowthHighBala Cynwyd, PA2024-08-15
HighTower Advisors, LLC
13,838$342.0K0.0%IndexLowChicago, IL2024-08-13
Coppell Advisory Solutions LLC
3,781$93.5K0.0%ETFMediumCoppell, TX2024-08-15
Benjamin F. Edwards & Company, Inc.
440$110.0%N/AN/ASt. Louis, MO2024-08-12
FMR LLC
1$250.0%GrowthMediumBoston, MA2026-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23