Who owns NORTHERN LTS FD TR III?
- Ticker: CPAI
- CUSIP Number: 66538r540
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Analyze quarterly positions in Northern Lts Fd Tr Iii with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold NORTHERN LTS FD TR III this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Counterpoint Mutual Funds | 723k | $24M | 24% | Sep 2024 |
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Steward Partners Investment Advisory | 32k | $995k | 1% | Jun 2024 |
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H D Vest Advisory Services | 6.9k | $215k | 100% | Jun 2024 |
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Advisor Group Holdings | 50.00 | $1.7k | 0% | Sep 2024 |
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Who sold out of Northern Lts Fd Tr Iii?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jaffetilchin Investment Partners | Jun 2024 | 41k | $1.3M |
Bridge Advisory | Jun 2024 | 29k | $913k |