INTL — NORTHERN LTS FD TR IV

Ownership history in AE Wealth Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in NORTHERN LTS FD TR IV (INTL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 439 — 0% 0.00% $12K $27.91
2025 Q3 UNCHANGED 439 — 0% 0.00% $12K $27.11
2025 Q2 INITIATED 439 — — 0.00% $11K $25.13
% of Fund (quarterly)    INTL price (monthly, adj. close)

Other funds also holding INTL

As of 2025 Q4 — sorted by position size

Main Management LLC 3Y 7Y 7.5% Echo45 Advisors LLC 3Y 1.33% Orion Porfolio Solutions, LLC 3Y 7Y 0.19% CWM, LLC 3Y 7Y 0.03% OSAIC HOLDINGS, INC. 3Y 0.01% Envestnet Portfolio Solutions, Inc. 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% LPL Financial LLC 3Y 7Y 0.0%
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