Principal Securities, Inc. Northern Lts Fd Tr Iv Monarch Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$31.17 - $34.91 $0 - $0	0 New	0 $0

Others Institutions Holding MBCC

# of Institutions

7

Shares Held

3.64M

Call Options Held

0

Put Options Held

0

Kingsview Wealth Management, LLC Grants Pass, OR

2.87M
Shares

$104 Million
1.98% of portfolio
Goldman Sachs Group Inc New York, NY

751K
Shares

$27.2 Million
0.0% of portfolio
Rfg Advisory, LLC Birmingham, AL

7.08K
Shares

$256,328
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

6.58K
Shares

$238,218
0.0% of portfolio
Bank Of America Corp Charlotte, NC

5.27K
Shares

$191,024
0.0% of portfolio

About NORTHERN LTS FD TR IV MONARCH

Ticker MBCC

More about MBCC

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