Avantax Planning Partners’s Northern Trust NTRS Stock Holding History

Avantax Planning Partners’s Portfolio NTRS Stock Details NTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Hold
2025 Q2	$230K	Buy
2018 Q4	–	Sell
2018 Q3	$28K	Buy
2018 Q2	–	Sell
2018 Q1	$41K	Buy