Northwestern Mutual Wealth Management Company »

Invesco unit investment shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Northwestern Mutual Wealth Management Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco unit investment by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 20k 87.74
2023-09-30 $2.0M 29k 70.10
2023-06-30 $1.8M 24k 76.39
2023-03-31 $631k 9.0k 69.96
2022-12-31 $576k 9.2k 62.33
2022-09-30 $628k 11k 57.44
2022-06-30 $685k 12k 58.62
2022-03-31 $883k 12k 75.94
2021-12-31 $5.8M 74k 79.02
2021-09-30 $4.7M 65k 73.11
2021-06-30 $4.9M 65k 75.56
2020-12-31 $2.0k 43 46.51
2018-06-30 $4.0k 100 40.00