Northwestern Mutual Wealth Management
LSAF icon

Northwestern Mutual Wealth Management’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-97
Closed -$3.67K – 3743
2024
Q2 		$3.67K Buy
+97
New +$3.66K ﹤0.01% 2955

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 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 LSAF Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q3 2024, closing a stake of 97 shares — an estimated $3.67K sold.

Northwestern Mutual Wealth Management first reported a position in LSAF in Q2 2024 and held it in 1 quarter. The position peaked at $3.67K in Q2 2024. 29 funds tracked by Wall St. Rank hold LSAF as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 97 LeaderShares AlphaFactor US Core Equity ETF shares in Q3 2024, an estimated $3.67K.
  • Northwestern Mutual Wealth Management first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's LeaderShares AlphaFactor US Core Equity ETF position peaked at $3.67K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q3 2024.

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