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Northern Lts Fd Tr Iv shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $362k 27k 13.67
2023-06-30 $0 4 0.00
2023-03-31 $1.0k 50 20.00

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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