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Northern Lts Fd Tr Iv shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 1.6k 249.25

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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