Institutional Owners for LFVN
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
NORTHERN TRUST CORP COM 51 $123,137 19,091 0.00 0.00 -206 -1.07 09-30-2023
MORGAN STANLEY COM NEW 52 $104,376 17,396 0.00 0.00 1,978 12.83 12-31-2023
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD COM NEW 53 $92,541 15,296 0.00 0.00 5,126 50.40 03-31-2024
CARLSBAD WEALTH ADVISORY GROUP INC COM NEW 54 $63,393 14,573 0.00 14,573 +Inf 06-30-2023
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