Accurate Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 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 89,696 shares of NTSX stock, worth $4.27 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
89,696
Previous 93,150 3.71%
Holding current value
$4.27 Million
Previous $4.38 Million 4.34%
% of portfolio
0.86%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$45.85 - $49.28 $158,365 - $170,213
-3,454 Reduced 3.71%
89,696 $4.19 Million
Q3 2024

Oct 17, 2024
BUY
$42.72 - $47.0 $1.49 Million - $1.64 Million
34,885 Added 59.87%
93,150 $4.38 Million
Q2 2024

Jul 17, 2024
BUY
$40.06 - $44.52 $2.33 Million - $2.59 Million
58,265 New
58,265 $2.56 Million

Others Institutions Holding NTSX

# of Institutions
79
Shares Held
15.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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