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Northern Lts Fd Tr Iv shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.0k 213.60
2024-06-30 $676k 3.4k 198.88

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View all positions for CWM

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