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PTLPTL
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in NORTHERN LTS FD TR IV

AE Wealth Management LLC holds 17,692 shares of PTL (NORTHERN LTS FD TR IV), worth $5.1M as of 2026-Q2. The position was increased (+8.3% shares). PTL represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$5.1M

Current Shares

17,692

Total Value Change

+$4.8M

Total Shares Change

+16,571

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,692
+8.3%
$5.1M0.0%$286.09
29
2026-Q1
Increased
16,342
+19.1%
$4.1M0.0%$259.28
32
2025-Q4
Increased
13,719
+64.8%
$3.4M0.0%$250.35
39
2025-Q3
Increased
8,325
+103.5%
$2.1M0.0%$247.64
42
2025-Q2
Increased
4,090
+44.7%
$937,8370.0%$226.29
34
2025-Q1
Increased
2,826
+152.1%
$580,7510.0%$202.70
39
2024-Q4
New
1,121
-
$239,1050.0%$211.08
32

Other major holders of PTL: LPL Financial LLC

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