Capital Analysts, LLC NORTHERN LTS FD TR II Transaction History

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Number of Shares
29,495
Previous 28,830 2.31%
Holding current value
$689,000
Previous $664,000 3.77%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
665 Added 2.31%
29,495 $689,000
Q4 2024

Feb 14, 2025
BUY
N/A
448 Added 1.58%
28,830 $664,000
Q3 2024

Nov 13, 2024
BUY
N/A
11,267 Added 65.83%
28,382 $648,000
Q2 2024

Aug 14, 2024
BUY
N/A
17,115 New
17,115 $397,000
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