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PTLPTL
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in NORTHERN LTS FD TR IV

RAYMOND JAMES FINANCIAL INC holds 7,780 shares of PTL (NORTHERN LTS FD TR IV), worth $2.2M as of 2026-Q2. The position was increased (+21.9% shares). PTL represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$2.2M

Current Shares

7,780

Total Value Change

+$609,327

Total Shares Change

+201

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,780
+21.9%
$2.2M0.0%$286.09
31
2026-Q1
Increased
6,381
+67.5%
$1.6M0.0%$259.28
38
2025-Q4
Decreased
3,810
-69.3%
$945,6340.0%$250.35
0
2025-Q3
Decreased
12,415
-0.3%
$3.1M0.0%$247.64
0
2025-Q2
Increased
12,457
+16.9%
$2.9M0.0%$226.29
31
2025-Q1
Increased
10,656
+40.6%
$2.2M0.0%$202.70
35
2024-Q4
New
7,579
-
$1.6M0.0%$211.08
35

Other major holders of PTL: LPL Financial LLC

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