Ae Wealth Management LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Ae Wealth Management LLC holds 8,641 shares of NTSX stock, worth $443,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,641

Previous 10,124 14.65%

Holding current value

$443,628

Previous $458,000 5.68%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$40.73 - $50.06 $60,402 - $74,238	-1,483 Reduced 14.65%	8,641 $432,000
Q1 2025 May 06, 2025	SELL	$44.7 - $49.05 $149,119 - $163,630	-3,336 Reduced 24.78%	10,124 $458,000
Q4 2024 Feb 13, 2025	BUY	$45.85 - $49.28 $33,516 - $36,023	731 Added 5.74%	13,460 $628,000
Q3 2024 Nov 14, 2024	SELL	$42.72 - $47.0 $51,776 - $56,964	-1,212 Reduced 8.69%	12,729 $598,000
Q2 2024 Aug 12, 2024	SELL	$40.06 - $44.52 $39,338 - $43,718	-982 Reduced 6.58%	13,941 $612,000
Q1 2024 May 15, 2024	SELL	$38.7 - $42.6 $13.6 Million - $14.9 Million	-350,633 Reduced 95.92%	14,923 $630,000
Q4 2023 Feb 14, 2024	BUY	$33.27 - $39.73 $1.75 Million - $2.09 Million	52,521 Added 16.78%	365,556 $14.4 Million
Q3 2023 Oct 11, 2023	BUY	$34.65 - $38.19 $247,608 - $272,905	7,146 Added 2.34%	313,035 $10.9 Million
Q2 2023 Jul 10, 2023	BUY	$34.69 - $37.13 $637,289 - $682,115	18,371 Added 6.39%	305,889 $11.3 Million
Q1 2023 Apr 14, 2023	BUY	$32.42 - $35.66 $794,257 - $873,634	24,499 Added 9.31%	287,518 $10.1 Million
Q4 2022 Jan 31, 2023	BUY	$30.36 - $34.9 $692,208 - $795,720	22,800 Added 9.49%	263,019 $8.53 Million
Q3 2022 Oct 25, 2022	BUY	$30.58 - $37.75 $1.72 Million - $2.12 Million	56,181 Added 30.53%	240,219 $7.35 Million
Q2 2022 Aug 03, 2022	BUY	$32.1 - $40.89 $3.05 Million - $3.88 Million	94,977 Added 106.64%	184,038 $6.14 Million
Q1 2022 Apr 18, 2022	BUY	$37.82 - $44.33 $2.25 Million - $2.64 Million	59,597 Added 202.27%	89,061 $3.61 Million
Q4 2021 Jan 20, 2022	SELL	$40.78 - $44.63 $10,888 - $11,916	-267 Reduced 0.9%	29,464 $1.31 Million
Q3 2021 Nov 01, 2021	SELL	$40.64 - $43.27 $1.91 Million - $2.03 Million	-46,956 Reduced 61.23%	29,731 $1.21 Million
Q2 2021 Jul 21, 2021	BUY	$37.68 - $40.64 $2.89 Million - $3.12 Million	76,687 New	76,687 $3.12 Million

Others Institutions Holding NTSX

# of Institutions

Shares Held

14.8M

Call Options Held

Put Options Held

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Ae Wealth Management LLC Wisdomtree Tr Wisdomtree U.S. Transaction History