Northern Lts Fd Tr Iv shares owned by Plan A Wealth
Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by Plan A Wealth
from 13F filings
Historical chart of Plan A Wealth investment in Northern Lts Fd Tr Iv
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Quarterly reported holdings in Northern Lts Fd Tr Iv by Plan A Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 136k | 249.25 |
| 2025-06-30 | $25M | 110k | 229.30 |
| 2025-03-31 | $8.6M | 42k | 205.50 |