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Northern Lts Fd Tr Iii shares owned by Swan Wealth Advisors

Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (SCLZ) shares owned by Swan Wealth Advisors from 13F filings

Historical chart of Swan Wealth Advisors investment in Northern Lts Fd Tr Iii

May 2024Jul 2024Sep 2024Nov 2024Jan 20250.5M1M1.5M10k20k30k
Value ($)Share countHistorical SCLZ position of Swan Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iii held by Swan Wealth Advisors 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 Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $956k 18k 53.24
2024-09-30 $455k 8.5k 53.81
2024-06-30 $1.5M 30k 51.01
2024-03-31 $259k 5.1k 51.02

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr PSMJ (PSMJ)
Listed Fd Tr Hegd (HEGD)
Select Sector Spdr Tr XLF (XLF)
Pacer Fds Tr Psmo (PSMO)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr PSMR (PSMR)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLV (XLV)
Select Sector Spdr Tr XLC (XLC)
Select Sector Spdr Tr Xli (XLI)
Pacer Fds Tr PSCW (PSCW)

View all positions for Swan Wealth Advisors

Top funds holding Northern Lts Fd Tr Iii

Camarda Wealth Advisory
Jane Street
Swan Wealth Advisors
Citadel Advisors
Morgan Stanley
UBS Group

View all funds holding Northern Lts Fd Tr Iii