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PTLPTL
8 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in NORTHERN LTS FD TR IV

LPL Financial LLC holds 179,978 shares of PTL (NORTHERN LTS FD TR IV), worth $51.5M as of 2026-Q2. The position was increased (+36.2% shares). PTL represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$51.5M

Current Shares

179,978

Total Value Change

+$46.9M

Total Shares Change

+158,567

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
179,978
+36.2%
$51.5M0.0%$286.09
38
2026-Q1
Increased
132,129
+16.9%
$33.1M0.0%$259.28
34
2025-Q4
Increased
113,050
+24.9%
$28.1M0.0%$250.35
35
2025-Q3
Increased
90,474
+30.4%
$22.6M0.0%$247.64
36
2025-Q2
Increased
69,395
+48.2%
$15.9M0.0%$226.29
39
2025-Q1
Increased
46,827
+39.4%
$9.6M0.0%$202.70
37
2024-Q4
Increased
33,583
+56.9%
$7.2M0.0%$211.08
39
2024-Q3
New
21,411
-
$4.6M0.0%$209.65
37

Other major holders of PTL: STIFEL FINANCIAL CORP, UNITED CAPITAL FINANCIAL ADVISORS, LLC

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