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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in NORTHERN LTS FD TR IV

AE Wealth Management LLC holds 48,362 shares of GLRY (NORTHERN LTS FD TR IV), worth $2.1M as of 2026-Q2. The position was increased (+8.7% shares). GLRY represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$2.1M

Current Shares

48,362

Total Value Change

+$1.8M

Total Shares Change

+38,932

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
48,362
+8.7%
$2.1M0.0%$43.69
28
2026-Q1
Increased
44,482
+20.4%
$1.7M0.0%$38.52
31
2025-Q4
Increased
36,958
+87.6%
$1.3M0.0%$36.31
40
2025-Q3
Increased
19,700
+25.1%
$732,8480.0%$36.93
30
2025-Q2
Increased
15,749
+26.4%
$518,7720.0%$32.98
30
2025-Q1
Increased
12,457
+26.4%
$359,5710.0%$28.78
29
2024-Q4
Increased
9,855
+4.5%
$304,2040.0%$30.82
25
2024-Q3
New
9,430
-
$296,4800.0%$31.23
32

Other major holders of GLRY: LPL Financial LLC, JONES FINANCIAL COMPANIES LLLP

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