Srs Capital Advisors, Inc. Northern Lts Fd Tr Iv Sterling Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Northern Lts Fd Tr Iv Sterling stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 154,405 shares of LCG stock, worth $4.4 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
154,405
Previous 188,619
18.14%
Holding current value
$4.4 Million
Previous $5.77 Million
27.68%
% of portfolio
0.43%
Previous 0.64%
Shares
14 transactions
Others Institutions Holding LCG
# of Institutions
13Shares Held
699KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC131KShares$3.75 Million0.04% of portfolio
-
Truist Financial Corp103KShares$2.94 Million0.0% of portfolio
-
Envestnet Asset Management Inc86.3KShares$2.46 Million0.0% of portfolio
-
D.A. Davidson & Co.62.9KShares$1.79 Million0.02% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT61.3KShares$1.75 Million0.36% of portfolio