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Northern Lts Fd Tr Iv shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by Raymond James 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 Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 12k 249.26
2025-06-30 $2.9M 13k 229.29
2025-03-31 $2.2M 11k 205.50
2024-12-31 $1.6M 7.6k 213.30

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

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