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Northern Lts Fd Tr Iv shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-09-30 $484k 2.3k 213.52
2024-06-30 $290k 1.5k 198.76
2024-03-31 $8.5k 42 202.50

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Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Ishares Core S&p Us Value Etf Etf (IUSV)
Amazon Stock (AMZN)

View all positions for Creative Financial Designs

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Strategic Equity Management
Moneywise
PAX Financial Group
CWM Advisors
Silver Oak Securities
LPL Financial
Belpointe Asset Management
Commonwealth Equity Services
Raymond James Financial Services Advisors
CWM
ValMark Advisers
Cambridge Investment Research Advisors
Creative Financial Designs
Continuum Advisory

View all funds holding Northern Lts Fd Tr Iv