ShankerValleau Wealth Advisors’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$611K Hold
4,816
0.17% 21
2025
Q1
$475K Hold
4,816
0.15% 21
2024
Q4
$494K Hold
4,816
0.16% 21
2024
Q3
$434K Hold
4,816
0.15% 19
2024
Q2
$404K Buy
+4,816
New +$404K 0.17% 18