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Northern Lts Fd Tr Iv shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 43k 213.52
2024-06-30 $7.1M 36k 198.76

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 3000 Etf (IWV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Total Usd (IUSB)
Columbia Etf Tr I Multi Sec Muni (MUST)

View all positions for Moneywise

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