Northern Lts Fd Tr Iv Sterling LCG
Institutional shares held
741,458
0
calls
0
puts
Total value of holdings
$21M
$0
calls
$0
puts
# of Institutions
11
We take great care to ensure that the data presented and summarized in this overview for NORTHERN LTS FD TR IV STERLING is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding LCG
View all-
Srs Capital Advisors, Inc. Denver, CO154KShares$4.37 Million0.43% of portfolio
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Ae Wealth Management LLC131KShares$3.72 Million0.04% of portfolio
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Truist Financial Corp103KShares$2.92 Million0.0% of portfolio
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Envestnet Asset Management Inc86.3KShares$2.44 Million0.0% of portfolio
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B.O.S.S. Retirement Advisors, LLC Lehi, UT76.7KShares$2.17 Million0.53% of portfolio
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D.A. Davidson & Co.62.9KShares$1.78 Million0.02% of portfolio
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Blue Path Capital Management, LLC Atlanta, GA44.2KShares$1.25 Million0.84% of portfolio
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Lpl Financial LLC Fort Mill, SC39.7KShares$1.12 Million0.0% of portfolio
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Davenport & CO LLC35.8KShares$1.01 Million0.01% of portfolio
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Ubs Group Ag7.03KShares$198,9060.0% of portfolio