Lpl Financial LLC Northern Lts Fd Tr Iv Monarch Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

A detailed history of Lpl Financial LLC transactions in Northern Lts Fd Tr Iv Monarch stock. As of the latest transaction made, Lpl Financial LLC holds 6,577 shares of MBCC stock, worth $238,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,577

Holding current value

$238,218

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$29.69 - $36.49 $195,271 - $239,994	6,577 New	6,577 $239,000

Others Institutions Holding MBCC

# of Institutions

Shares Held

3.64M

Call Options Held

Put Options Held

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
Bank Of America Corp Charlotte, NC

5.27K
Shares

$191,024
0.0% of portfolio
Morgan Stanley New York, NY

1
Shares

$36
0.0% of portfolio

View Full List

About NORTHERN LTS FD TR IV MONARCH

Ticker MBCC

More about MBCC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account