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Showing 8 of 9 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in NORTHERN LTS FD TR IV

Kestra Advisory Services, LLC holds 88,211 shares of IBD (NORTHERN LTS FD TR IV), worth $2.1M as of 2026-Q2. The position was increased (+9.9% shares). IBD represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$2.1M

Current Shares

88,211

Total Value Change

+$1.3M

Total Shares Change

+55,867

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
88,211
+9.9%
$2.1M0.0%$23.69
29
2026-Q1
Increased
80,238
+10.0%
$1.9M0.0%$23.53
28
2025-Q4
Increased
72,917
+40.2%
$1.8M0.0%$23.64
34
2025-Q3
Increased
52,000
+113.4%
$1.3M0.0%$23.32
41
2025-Q2
Decreased
24,368
-23.7%
$585,0670.0%$22.94
0
2025-Q1
Decreased
31,926
-1.4%
$758,2430.0%$22.45
0
2024-Q4
Increased
32,367
+0.1%
$758,6820.0%$21.95
25
2024-Q3
Decreased
32,344
-0.6%
$778,8350.0%$22.29
0

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

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