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Northern Lts Fd Tr Iv shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors 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 Morris Retirement Advisors 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 952 249.15

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View all positions for Morris Retirement Advisors

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
OneAscent Financial Services
Plan A Wealth
LPL Financial
Christian Investment Advisors
Strategic Equity Management
Silver Oak Securities
Stifel Financial
CWM Advisors
Belpointe Asset Management
Moneywise
Investment Research Partners
United Capital Financial Advisers
Legacy Wealth Asset Management
PAX Financial Group

View all funds holding Northern Lts Fd Tr Iv