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Northern Lts Fd Tr Iv shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 1.1k 213.47

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Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Strategic Equity Management
Moneywise
PAX Financial Group
CWM Advisors
Silver Oak Securities
Belpointe Asset Management
LPL Financial
Commonwealth Equity Services
Geneos Wealth Management
Gts Securities
Raymond James Financial Services Advisors
CWM
ValMark Advisers
Old Mission Capital

View all funds holding Northern Lts Fd Tr Iv