PTL β€” NORTHERN LTS FD TR IV

Ownership history in Advisory Services Network, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in NORTHERN LTS FD TR IV (PTL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    PTL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 310 β€” β€” 0.00% $77K $248.49

🏒 Other funds also holding PTL

As of 2025 Q4 β€” sorted by position size

Plan A Wealth LLC 17.23% Inspire Advisors, LLC 3Y 5.48% Strategic Equity Management 3Y 5.31% MONEYWISE, INC. 3Y 7Y 3.64% OneAscent Financial Services LLC 3Y 2.34% Sound Financial Strategies Group, LLC 3Y 2.06% Legacy Wealth Asset Management, LLC 3Y 1.62% FAMILY WEALTH PARTNERS, LLC 1.27% PAX Financial Group, LLC 3Y 1.03% SILVER OAK SECURITIES, INCORPORATED 3Y 1.01%
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