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Northern Lts Fd Tr Iii shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (CPAI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Northern Lts Fd Tr Iii

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All positions including Northern Lts Fd Tr Iii held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iii by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $995k 32k 31.22
2024-03-31 $940k 32k 29.86
2023-12-31 $161k 6.0k 26.86

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Top funds holding Northern Lts Fd Tr Iii

Counterpoint Mutual Funds
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H D Vest Advisory Services
Advisor Group Holdings

View all funds holding Northern Lts Fd Tr Iii