Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-241
Closed -$5.41K – 3652
2024
Q2 		$5.41K Buy
+241
New +$5.41K ﹤0.01% 2846

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RIM
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PAG
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Envestnet Portfolio Solutions
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Jane Street
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's DYLD Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2024, closing a stake of 241 shares — an estimated $5.41K sold.

Northwestern Mutual Wealth Management first reported a position in DYLD in Q2 2024 and held it in 1 quarter. The position peaked at $5.41K in Q2 2024. 23 funds tracked by Wall St. Rank hold DYLD as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 241 LeaderShares Dynamic Yield ETF shares in Q3 2024, an estimated $5.41K.
  • Northwestern Mutual Wealth Management first reported a position in LeaderShares Dynamic Yield ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's LeaderShares Dynamic Yield ETF position peaked at $5.41K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.