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Northern Lts Fd Tr Iv shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 5.7k 198.76

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Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Northern Lts Fd Tr Iv

OneAscent Financial Services
Inspire Advisors
Strategic Equity Management
PAX Financial Group
Moneywise
CWM Advisors
Gts Securities
Belpointe Asset Management
Commonwealth Equity Services
ValMark Advisers
CWM
Cambridge Investment Research Advisors
Continuum Advisory
CFO4Life
Creative Financial Designs

View all funds holding Northern Lts Fd Tr Iv