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FDLSFDLS
2 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in NORTHERN LTS FD TR IV

Envestnet Portfolio Solutions, Inc. holds 13,723 shares of FDLS (NORTHERN LTS FD TR IV), worth $580,071 as of 2026-Q2. The position was decreased (-39.5% shares). FDLS represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$580,071

Current Shares

13,723

Total Value Change

-$258,578

Total Shares Change

-8,980

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,723
-39.5%
$580,0710.0%$42.27
0
2026-Q1
New
22,703
-
$838,6490.0%$38.56
34

Other major holders of FDLS: LPL Financial LLC, AE Wealth Management LLC, GOLDMAN SACHS GROUP INC

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