Northwestern Mutual Wealth Management Company »

Valued Advisers Tr shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Northwestern Mutual Wealth Management Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Valued Advisers Tr by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $187k 8.0k 23.25

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 Valued Advisers Tr

Kovitz Investment Group Partners
Gratus Capital
Colony
Royal Bank of Canada
Susquehanna International
Citadel Advisors
Northwestern Mutual Wealth Management Company
Morgan Stanley
Glen Eagle Advisors

View all funds holding Valued Advisers Tr