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Northern Lts Fd Tr Iv shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (BUYW) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 275k 13.55
2023-09-30 $431k 32k 13.37
2023-06-30 $369k 27k 13.57
2023-03-31 $173k 13k 13.31
2022-12-31 $158k 12k 12.75

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Northern Lts Fd Tr Iv

Orion Portfolio Solutions
Main Management
Encompass More Asset Management
Madrona Financial Services
Advisor Group Holdings
Echo45 Advisors
Atria Wealth Solutions
Balyasny Asset Management
Columbia Advisory Partners
Atria Investments
Townsquare Capital
Atlas Financial Advisors
FTB Advisors
Allen Mooney & Barnes Investment Advisors
Feltz Wealth PLAN

View all funds holding Northern Lts Fd Tr Iv