Accurate Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
A detailed history of Accurate Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 93,150 shares of NTSX stock, worth $4.45 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
93,150
Previous 58,265
59.87%
Holding current value
$4.45 Million
Previous $2.56 Million
71.11%
% of portfolio
0.94%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding NTSX
# of Institutions
79Shares Held
15.4MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.11MShares$292 Million15.89% of portfolio
-
Rational Advisors LLC Huntington, NY1.18MShares$56.3 Million5.89% of portfolio
-
Cwm, LLC1.14MShares$54.2 Million0.23% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA885KShares$42.3 Million1.21% of portfolio
-
Wj Interests, LLC Sugar Land, TX852KShares$40.7 Million21.69% of portfolio