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PTLPTL
5 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in NORTHERN LTS FD TR IV

ENVESTNET ASSET MANAGEMENT INC holds 18,202 shares of PTL (NORTHERN LTS FD TR IV), worth $5.2M as of 2026-Q2. The position was increased (+35.9% shares). PTL represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$5.2M

Current Shares

18,202

Total Value Change

+$3.8M

Total Shares Change

+11,922

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,202
+35.9%
$5.2M0.0%$286.09
35
2026-Q1
Increased
13,392
+13.8%
$3.4M0.0%$259.28
30
2025-Q4
Increased
11,773
+52.6%
$2.9M0.0%$250.35
37
2025-Q3
Increased
7,715
+22.9%
$1.9M0.0%$247.64
31
2025-Q2
New
6,280
-
$1.4M0.0%$226.29
35

Other major holders of PTL: LPL Financial LLC

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