Leading Edge Financial Planning LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Leading Edge Financial Planning LLC

$360 Billion
Q2 2025

A detailed history of Leading Edge Financial Planning LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 37,579 shares of NTSX stock, worth $1.88 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

37,579

Previous 35,934 4.58%

Holding current value

$1.88 Million

Previous $1.63 Billion 15.11%

% of portfolio

0.52%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$40.73 - $50.06 $67,000 - $82,348	1,645 Added 4.58%	37,579 $1.88 Billion
Q1 2025 Apr 23, 2025	SELL	$44.7 - $49.05 $57,931 - $63,568	-1,296 Reduced 3.48%	35,934 $1.63 Billion
Q4 2024 Jan 24, 2025	SELL	$45.85 - $49.28 $7,656 - $8,229	-167 Reduced 0.45%	37,230 $1.74 Billion
Q3 2024 Oct 23, 2024	SELL	$42.72 - $47.0 $72,666 - $79,947	-1,701 Reduced 4.35%	37,397 $1.76 Billion
Q2 2024 Aug 01, 2024	BUY	$40.06 - $44.52 $352,447 - $391,686	8,798 Added 29.04%	39,098 $1.72 Billion
Q1 2024 May 03, 2024	SELL	$38.7 - $42.6 $626,940 - $690,120	-16,200 Reduced 34.84%	30,300 $1.28 Billion
Q4 2023 Feb 13, 2024	SELL	$33.27 - $39.73 $129,919 - $155,145	-3,905 Reduced 7.75%	46,500 $1.83 Billion
Q3 2023 Oct 25, 2023	BUY	$34.65 - $38.19 $174,705 - $192,553	5,042 Added 11.11%	50,405 $1.76 Billion
Q2 2023 Jul 17, 2023	SELL	$34.69 - $37.13 $7,146 - $7,648	-206 Reduced 0.45%	45,363 $1.68 Billion
Q1 2023 Apr 20, 2023	BUY	$32.42 - $35.66 $445,839 - $490,396	13,752 Added 43.22%	45,569 $1.6 Billion
Q4 2022 Mar 02, 2023	BUY	$30.36 - $34.9 $965,964 - $1.11 Million	31,817 New	31,817 $1.03 Billion

Others Institutions Holding NTSX

# of Institutions

Shares Held

14.9M

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 Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Account

Leading Edge Financial Planning LLC Wisdomtree Tr Wisdomtree U.S. Transaction History