United Advisor Group, LLC Northern Lts Fd Tr Iv Sterling Transaction History
United Advisor Group, LLC
- $538 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding LCG
# of Institutions
14Shares Held
583KCall Options Held
0Put Options Held
0-
B.O.S.S. Retirement Advisors, LLC Lehi, UT130KShares$4.19 Million1.03% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO96.8KShares$3.12 Million0.16% of portfolio
-
Ae Wealth Management LLC87.1KShares$2.81 Million0.02% of portfolio
-
Envestnet Asset Management Inc71.3KShares$2.3 Million0.0% of portfolio
-
D.A. Davidson & Co.62KShares$2 Million0.01% of portfolio