Position Size ($1000s)
$10,123
| $15,201
| 09/30/2023 | 12/31/2023 | Share Count
240,091
| 325,788
| 09/30/2023 | 12/31/2023 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
NORTHERN LTS FD TR IV |
325,788 |
$15,201 | SECT | 325,788 | $15,201 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
NORTHERN LTS FD TR IV |
240,091 |
$10,123 | SECT | 240,091 | $10,123 |
Top Stocks Held at 03/31/2024: AAPL, IVV, MSFT, QQQ, NVDA, More »
Size ($ in 1000's)
At 12/31/2023: $7,993,481 At 09/30/2023: $7,152,579
Combined Holding Report Includes:
Atria Wealth Solutions Inc. CADARET GRANT & CO. INC. SCF Investment Advisors Inc. NEXT Financial Group Inc CUSO Financial Services L.P. CA Western International Securities Inc.
Atria Wealth Solutions Inc. Top Holdings
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