ShankerValleau Wealth Advisors’s Northern Trust NTRS Stock Holding History

ShankerValleau Wealth Advisors’s Portfolio NTRS Stock Details NTRS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$648K	Hold
2025 Q2	$611K	Hold
2025 Q1	$475K	Hold
2024 Q4	$494K	Hold
2024 Q3	$434K	Hold
2024 Q2	$404K	Buy