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

Insight Wealth Strategies, LLC

  • $699 Million
  • Q2 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 29,227 shares of NTSX stock, worth $1.36 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
29,227
Previous 28,557 2.35%
Holding current value
$1.36 Million
Previous $1.21 Million 6.47%
% of portfolio
0.18%
Previous 0.18%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
75
Shares Held
15.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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