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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 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 6,249 shares of NTSX stock, worth $338,320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,249
Previous 8,641 27.68%
Holding current value
$338,320
Previous $432,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$49.41 - $54.08 $118,188 - $129,359
-2,392 Reduced 27.68%
6,249 $336,000
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
101
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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