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WWJDWWJD
20 quarters

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

AE Wealth Management LLC holds 68,964 shares of WWJD (NORTHERN LTS FD TR IV), worth $2.6M as of 2026-Q2. The position was increased (+12.0% shares). WWJD represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$2.6M

Current Shares

68,964

Total Value Change

+$2.3M

Total Shares Change

+59,526

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
68,964
+12.0%
$2.6M0.0%$38.13
29
2026-Q1
Increased
61,552
+36.8%
$2.3M0.0%$38.09
34
2025-Q4
Increased
44,981
+31.9%
$1.6M0.0%$36.54
33
2025-Q3
Increased
34,098
+26.4%
$1.2M0.0%$34.85
31
2025-Q2
Increased
26,970
+44.0%
$924,2620.0%$33.67
34
2025-Q1
Increased
18,732
+192.1%
$575,9120.0%$30.09
39
2024-Q4
New
6,413
-
$185,9770.0%$28.20
31
2024-Q1
Exited
0
-100.0%
$00.0%$28.50
0
2023-Q4
Increased
17,599
+2.3%
$506,6890.0%$27.92
25
2023-Q3
Decreased
17,209
-4.9%
$453,4550.0%$24.79
0
2023-Q2
Increased
18,095
+135.0%
$502,9630.0%$25.63
39
2023-Q1
Decreased
7,700
-29.9%
$213,2130.0%$25.44
0
2022-Q4
Decreased
10,986
-28.8%
$286,4050.0%$23.98
0
2022-Q3
Decreased
15,434
-7.0%
$342,0000.0%$20.37
0
2022-Q2
Decreased
16,592
-5.2%
$413,0000.0%$22.94
0
2022-Q1
Decreased
17,504
-5.6%
$518,0000.0%$27.10
0
2021-Q4
Increased
18,541
+4.4%
$578,0000.0%$28.06
25
2021-Q3
Increased
17,755
+63.3%
$606,0000.0%$27.16
35
2021-Q2
Increased
10,873
+15.2%
$381,0000.0%$27.88
27
2021-Q1
New
9,438
-
$308,0000.0%$25.66
32

Other major holders of WWJD: LPL Financial LLC, GOLDMAN SACHS GROUP INC

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