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Northern Lts Fd Tr Iv a shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv a (BLES) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Northern Lts Fd Tr Iv a

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv a held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv a by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.7k 162 47.80
2017-12-31 $759k 27k 28.43

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Top funds holding Northern Lts Fd Tr Iv a

LPL Financial
CWM
UBS Group
Assetmark
Sowell Financial Services
Creative Financial Designs
AlphaStar Capital Management
Inspire Advisors
Envestnet Asset Management
Frontier Asset Management
Carlson Financial
Citadel Advisors
Range Financial Group
Keel Point
Cetera Investment Advisers

View all funds holding Northern Lts Fd Tr Iv a