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Northern Lts Fd Tr Iv shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio 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 Envestnet Portfolio 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $707k 51k 13.94
2024-06-30 $648k 47k 13.72
2024-03-31 $614k 45k 13.67
2023-12-31 $524k 39k 13.48

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Northern Lts Fd Tr Iv

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Envestnet Asset Management
Virtue Capital Management
Madrona Financial Services
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Atria Investments
Copley Financial Group
Atria Wealth Solutions

View all funds holding Northern Lts Fd Tr Iv