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Elevation Series Trust shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Northwestern Mutual Wealth Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1k 81 25.33

More positions owned by Northwestern Mutual Wealth Management Company

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Eurzone Etf (EZU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Northwestern Mutual Wealth Management Company

Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Elevated Capital Advisors
Outlook Wealth Advisors
SMART Wealth
Authentikos Wealth Advisory
Jane Street
GeoWealth Management
Csenge Advisory Group
POM Investment Strategies
Pineridge Advisors
Northwestern Mutual Wealth Management Company
Richard W. Paul & Associates

View all funds holding Elevation Series Trust