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PTLPTL
6 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in NORTHERN LTS FD TR IV

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 39,704 shares of PTL (NORTHERN LTS FD TR IV), worth $10M as of 2026-Q1. The position was increased (+10.8% shares). PTL represents 0.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$10M

Current Shares

39,704

Total Value Change

+$8.5M

Total Shares Change

+32,817

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
39,704
+10.8%
$10M0.1%$259.28
31
2025-Q4
Increased
35,837
+32.2%
$8.9M0.1%$250.35
35
2025-Q3
Increased
27,106
+22.5%
$6.8M0.0%$247.64
33
2025-Q2
Increased
22,134
+85.1%
$5.1M0.0%$226.29
42
2025-Q1
Increased
11,960
+73.7%
$2.5M0.0%$202.70
39
2024-Q4
New
6,887
-
$1.5M0.0%$211.08
35

Other major holders of PTL: LPL Financial LLC

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