Insight Wealth Strategies, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 32,734 shares of NTSX stock, worth $1.56 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

32,734

Previous 28,791 13.7%

Holding current value

$1.56 Million

Previous $1.35 Million 13.02%

% of portfolio

0.21%

Previous 0.18%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$45.85 - $49.28 $180,786 - $194,311	3,943 Added 13.7%	32,734 $1.53 Million
Q3 2024 Oct 07, 2024	SELL	$42.72 - $47.0 $18,625 - $20,492	-436 Reduced 1.49%	28,791 $1.35 Million
Q2 2024 Jul 08, 2024	BUY	$40.06 - $44.52 $26,840 - $29,828	670 Added 2.35%	29,227 $1.28 Million
Q1 2024 Apr 05, 2024	SELL	$38.7 - $42.6 $28,444 - $31,311	-735 Reduced 2.51%	28,557 $1.21 Million
Q4 2023 Jan 12, 2024	BUY	$33.27 - $39.73 $43,716 - $52,205	1,314 Added 4.7%	29,292 $1.15 Million
Q3 2023 Oct 13, 2023	BUY	$34.65 - $38.19 $59,043 - $65,075	1,704 Added 6.49%	27,978 $978,000
Q2 2023 Jul 14, 2023	SELL	$34.69 - $37.13 $23,797 - $25,471	-686 Reduced 2.54%	26,274 $973,000
Q1 2023 Apr 06, 2023	BUY	$32.42 - $35.66 $26,389 - $29,027	814 Added 3.11%	26,960 $945,000
Q4 2022 Jan 06, 2023	SELL	$30.36 - $34.9 $30,997 - $35,632	-1,021 Reduced 3.76%	26,146 $0
Q2 2022 Jul 01, 2022	SELL	$32.1 - $40.89 $7,928 - $10,099	-247 Reduced 0.9%	27,167 $906,000
Q1 2022 Apr 12, 2022	BUY	$37.82 - $44.33 $65,239 - $76,469	1,725 Added 6.71%	27,414 $1.11 Million
Q4 2021 Jan 31, 2022	SELL	$40.78 - $44.63 $5,179 - $5,668	-127 Reduced 0.49%	25,689 $1.14 Million
Q3 2021 Oct 28, 2021	SELL	$40.64 - $43.27 $40,761 - $43,399	-1,003 Reduced 3.74%	25,816 $1.05 Million
Q2 2021 Aug 12, 2021	SELL	$37.68 - $40.64 $122,761 - $132,405	-3,258 Reduced 10.83%	26,819 $1.09 Million
Q1 2021 May 12, 2021	SELL	$35.96 - $38.1 $288,183 - $305,333	-8,014 Reduced 21.04%	30,077 $1.12 Million
Q4 2020 Feb 05, 2021	BUY	$32.21 - $36.6 $226,210 - $257,041	7,023 Added 22.61%	38,091 $1.39 Million
Q3 2020 Oct 29, 2020	BUY	$30.8 - $35.26 $150,642 - $172,456	4,891 Added 18.68%	31,068 $1.03 Million
Q2 2020 Jul 31, 2020	BUY	$24.78 - $31.5 $189,715 - $241,164	7,656 Added 41.34%	26,177 $800,000
Q1 2020 Apr 21, 2020	BUY	$22.62 - $31.56 $418,945 - $584,522	18,521 New	18,521 $477,000
Q4 2019 Feb 21, 2020	SELL	$27.23 - $29.72 $438,811 - $478,937	-16,115 Closed	0 $0
Q3 2019 Nov 06, 2019	BUY	$27.76 - $28.07 $447,352 - $452,348	16,115 New	16,115 $449,000

Others Institutions Holding NTSX

# of Institutions

Shares Held

15.4M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker NTSX
Sector ETFs
Industry ETFs

More about NTSX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Account

Insight Wealth Strategies, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History