Northwestern Mutual Wealth Management CO Capitol Ser Tr Fairlead Tactic Transaction History

Northwestern Mutual Wealth Management CO

$118 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$22.29 - $24.25 $22 - $24	1 New	1 $0

Others Institutions Holding TACK

# of Institutions

37

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$74.6 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$70.1 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$37.5 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$15.5 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$9.2 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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