Position history for Integrated Wealth Concepts LLC's holdings in NORTHERN LTS FD TR IV
Integrated Wealth Concepts LLC holds 562,302 shares of SECT (NORTHERN LTS FD TR IV), worth $36.3M as of 2025-Q4. The position was decreased (-3.8% shares). SECT represents 0.4% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$36.3M
Current Shares
562,302
Total Value Change
-$15.5M
Total Shares Change
-452,244
Other major holders of SECT: Orion Porfolio Solutions, LLC
Decreased |
| 562,302 |
-3.8% |
| $36.3M |
| 0.4% |
| $65.04 |
0 |
| 2025-Q3 | Decreased | 584,628 | -10.8% | $36.8M | 0.3% | $62.69 | 0 |
| 2025-Q2 | Decreased | 655,583 | -29.4% | $38.1M | 0.4% | $57.50 | 0 |
| 2025-Q1 | Decreased | 929,112 | -3.8% | $47.4M | 0.6% | $50.84 | 0 |
| 2024-Q4 | Decreased | 965,461 | -2.0% | $53.1M | 0.6% | $55.04 | 0 |
| 2024-Q3 | Decreased | 984,863 | -2.9% | $53M | 0.6% | $53.37 | 0 |
| 2024-Q2 | Decreased | 1M | -6.2% | $51.8M | 0.7% | $50.74 | 0 |