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PTLPTL
6 quarters

Position history for FWFocus Partners Wealth's holdings in NORTHERN LTS FD TR IV

Focus Partners Wealth holds 22,133 shares of PTL (NORTHERN LTS FD TR IV), worth $6.3M as of 2026-Q2. The position was increased (+4.3% shares). PTL represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$6.3M

Current Shares

22,133

Total Value Change

+$4.1M

Total Shares Change

+11,143

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
22,133
+4.3%
$6.3M0.0%$286.09
28
2026-Q1
Increased
21,227
+5.8%
$5.3M0.0%$259.28
29
2025-Q4
Decreased
20,061
-0.6%
$5M0.0%$250.35
0
2025-Q3
Increased
20,187
+6.5%
$5M0.0%$247.64
29
2025-Q2
Increased
18,952
+72.5%
$4.3M0.0%$226.29
40
2025-Q1
New
10,990
-
$2.3M0.0%$202.70
36

Other major holders of PTL: LPL Financial LLC

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