CreativeOne Wealth’s Northern Trust NTRS Stock Holding History

CreativeOne Wealth’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 Q2	$425K	Sell
2025 Q1	$363K	Buy
2024 Q4	$253K	Sell
2024 Q3	$225K	Sell
2024 Q2	$239K	Buy
2024 Q1	$229K	Buy