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PTLPTL
5 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 5,430 shares of PTL (NORTHERN LTS FD TR IV), worth $1.6M as of 2026-Q2. The position was increased (+16.2% shares). PTL represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$1.6M

Current Shares

5,430

Total Value Change

+$1.2M

Total Shares Change

+3,760

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,430
+16.2%
$1.6M0.0%$286.09
30
2026-Q1
Increased
4,673
+13.7%
$1.2M0.0%$259.28
29
2025-Q4
Increased
4,110
+31.1%
$1M0.0%$250.35
32
2025-Q3
Increased
3,136
+87.8%
$781,6510.0%$247.64
39
2025-Q2
New
1,670
-
$382,9310.0%$226.29
33

Other major holders of PTL: LPL Financial LLC

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