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

Accurate Wealth Management, LLC

$482 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding NTSX

# of Institutions

93

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Halbert Hargrove Global Advisors, LLC

6.02M
Shares

$270 Million
15.42% of portfolio
Cwm, LLC

1.16M
Shares

$52.2 Million
0.23% of portfolio
Rational Advisors LLC Huntington, NY

1.08M
Shares

$48.4 Million
5.72% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

904K
Shares

$40.6 Million
1.15% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

745K
Shares

$33.4 Million
0.42% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

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