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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in NORTHERN LTS FD TR IV

OSAIC HOLDINGS, INC. holds 126,122 shares of IBD (NORTHERN LTS FD TR IV), worth $3M as of 2026-Q2. The position was increased (+36.5% shares). IBD represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$3M

Current Shares

126,122

Total Value Change

+$1.8M

Total Shares Change

+76,512

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
126,122
+36.5%
$3M0.0%$23.69
34
2026-Q1
Decreased
92,421
-18.0%
$2.2M0.0%$23.53
0
2025-Q4
Increased
112,738
+14.5%
$2.7M0.0%$23.64
30
2025-Q3
Increased
98,484
+0.9%
$2.4M0.0%$23.32
26
2025-Q2
Increased
97,583
+8.9%
$2.3M0.0%$22.94
28
2025-Q1
Increased
89,573
+40.0%
$2.1M0.0%$22.45
34
2024-Q4
Increased
63,958
+28.9%
$1.5M0.0%$21.95
32
2024-Q3
Increased
49,610
+31.9%
$1.2M0.0%$22.29
32

Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

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