Cary Street Partners Investment Advisory LLC Northern Lts Fd Tr Iv Sterling Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$22.68 - $26.88 $45,360 - $53,760	2,000 Added 37.04%	7,400 $171,000
Q2 2023 Aug 10, 2023	BUY	$21.96 - $25.77 $118,584 - $139,158	5,400 New	5,400 $139,000

Others Institutions Holding LCG

# of Institutions

Shares Held

667K

Call Options Held

Put Options Held

B.O.S.S. Retirement Advisors, LLC Lehi, UT

146K
Shares

$4.09 Million
1.21% of portfolio
Srs Capital Advisors, Inc. Denver, CO

130K
Shares

$3.65 Million
0.26% of portfolio
Ae Wealth Management LLC

101K
Shares

$2.83 Million
0.03% of portfolio
Envestnet Asset Management Inc

92.3K
Shares

$2.58 Million
0.0% of portfolio
Truist Financial Corp

83.8K
Shares

$2.35 Million
0.0% of portfolio

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About NORTHERN LTS FD TR IV STERLING

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