Waverly Advisors’s Northern Trust NTRS Stock Holding History

Waverly Advisors’s Portfolio NTRS Stock Details NTRS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$272K	Buy
2025 Q2	$245K	Buy
2024 Q3	–	Sell
2024 Q2	$239K	Buy
2018 Q1	–	Sell
2017 Q4	$35K	Buy
2014 Q4	–	Sell
2014 Q3	$5K	Hold
2014 Q2	$5K	Hold
2014 Q1	$5K	Hold
2013 Q4	$4K	Buy