Raymond James Financial Inc Northern Lts Fd Tr Iv Monarch Transaction History

Raymond James Financial Inc

$280 Billion
Q2 2025

A detailed history of Raymond James Financial Inc transactions in Northern Lts Fd Tr Iv Monarch stock. As of the latest transaction made, Raymond James Financial Inc holds 30 shares of MBCC stock, worth $1,086. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,086

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$29.69 - $36.49 $890 - $1,094	30 New	30 $1,000

Others Institutions Holding MBCC

# of Institutions

Shares Held

3.23M

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

351K
Shares

$12.7 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

490
Shares

$17,747
0.0% of portfolio

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About NORTHERN LTS FD TR IV MONARCH

Ticker MBCC

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Raymond James Financial Inc Northern Lts Fd Tr Iv Monarch Transaction History