SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF - Participation institutionnelle - Vendeurs

Northern Lights Fund Trust IV - Main Sector Rotation ETF
US ˙ BATS

Participation institutionnelle et des fonds - Vendeurs

Cette page montre les institutions, les fonds et les principaux actionnaires qui ont réduit leurs avoirs ou fermé leurs positions lors de leur dernière période de déclaration. Les lignes rouges indiquent les positions fermées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-08-13 13F Copley Financial Group, Inc. 301 629 -12,14 17 516 -0,08
2025-08-07 13F Encompass More Asset Management 223 230 -5,42 12 963 7,56
2025-07-25 13F Cwm, Llc 102 998 -3,29 6 0,00
2025-05-14 13F Atomi Financial Group, Inc. 0 -100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 3 202 -0,34 186 12,80
2025-08-08 13F Foundations Investment Advisors, LLC 10 961 -20,16 637 -9,27
2025-08-11 13F Aptus Capital Advisors, LLC 3 301 -28,46 192 -18,72
2025-08-14 13F Susquehanna International Group, Llp 4 263 -62,21 248 -57,04
2025-08-14 13F Integrated Wealth Concepts LLC 655 583 -29,44 38 070 -19,75
2025-07-18 13F Cooper Financial Group 0 -100,00 0
2025-08-12 13F Bravias Capital Group, LLC 28 731 -12,04 1 668 0,06
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100,00 0
2025-05-28 13F GK Wealth Management LLC 0 -100,00 0
2025-08-04 13F Spire Wealth Management 127 851 -34,56 7 190 -27,93
2025-08-14 13F Jane Street Group, Llc 4 467 -62,74 259 -57,68
2025-07-15 13F World Equity Group, Inc. 38 325 -11,48 2 226 0,68
2025-04-14 13F Toth Financial Advisory Corp 0 -100,00 0
2025-08-01 13F Brookwood Investment Group LLC 10 103 -2,67 587 10,78
2025-04-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2025-07-09 13F Fiduciary Alliance LLC 36 519 -28,62 2 121 -18,84
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 64 475 -5,33 4 0,00
2025-08-12 13F Jpmorgan Chase & Co 181 -52,12 11 -47,37
2025-05-15 13F/A Orion Portfolio Solutions, LLC 17 670 190 -1,36 902 240 -8,36
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 192 624 -60,73 11 186 -55,34
2025-07-28 13F RFG Advisory, LLC 10 435 -5,56 606 7,27
2025-08-04 13F Assetmark, Inc 1 707 -14,78 99 -2,94
2025-08-05 13F Sigma Planning Corp 111 266 -0,32 6 461 13,37
2025-08-12 13F CIBC Private Wealth Group, LLC 10 427 -2,84 605 24,74
2025-08-14 13F Wells Fargo & Company/mn 7 835 -5,77 455 7,08
2025-07-28 13F Rosenberg Matthew Hamilton 1 379 -0,65 80 14,29
2025-08-15 13F/A Florida Financial Advisors, Llc 31 227 -14,09 1 813 -2,26
2025-07-25 13F Atria Wealth Solutions, Inc. 108 779 -75,66 6 326 -72,28
2025-08-07 13F Meeder Advisory Services, Inc. 6 920 -25,97 402 -15,93
2025-05-15 13F Creative Planning 0 -100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 8 461 -3,07 491 10,09
2025-04-23 13F Crewe Advisors LLC 0 -100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-02 13F McAlister, Sweet & Associates, Inc. 0 -100,00 0
2025-08-12 13F CFC Planning Co LLC 39 489 -1,85 2 293 11,64
2025-08-13 13F Townsquare Capital Llc 4 125 -99,13 240 -99,01
2025-08-13 13F Natixis Advisors, L.p. 13 380 -5,15 1
2025-08-12 13F Main Management LLC 387 494 -0,83 23 15,79
2025-07-10 13F Sovran Advisors, LLC 6 139 -6,66 357 13,33
2025-07-16 13F Independent Wealth Network Inc. 20 313 -2,12 1 180 11,33
2025-08-06 13F AE Wealth Management LLC 5 552 -17,26 322 -5,85
2025-08-13 13F Echo45 Advisors LLC 69 990 -0,37 4 064 13,30
2025-07-07 13F Discipline Wealth Solutions, LLC 32 845 -1,95 1 907 11,52
2025-08-12 13F Financial Advocates Investment Management 8 557 -13,83 497 -2,17
2025-08-06 13F Commonwealth Equity Services, Llc 25 852 -16,35 2 0,00
2025-08-19 13F Advisory Services Network, LLC 10 924 -4,50 643 9,93
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100,00 0 -100,00
2025-03-18 13F/A Bank Of America Corp /de/ 0 -100,00 0
2025-05-15 13F GWM Advisors LLC 0 -100,00 0 -100,00
2025-08-07 13F Nwam Llc 0 -100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100,00 0
2025-08-04 13F Integrity Alliance, Llc. 184 016 -36,13 10 686 -27,36
2025-08-27 13F/A Brinker Capital Investments, LLC 17 533 925 -0,77 1 018 195 12,85
2025-07-14 13F Painted Porch Advisors LLC 0 -100,00 0 -100,00
2025-08-04 13F Atria Investments Llc 165 743 -0,23 9 625 13,46
2025-07-24 13F IFP Advisors, Inc 991 -69,45 58 -65,45
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