Financial Advocates Investment Management Wisdomtree Tr Wisdomtree U.S. Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Financial Advocates Investment Management holds 29,029 shares of NTSX stock, worth $1.38 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

29,029

Previous 25,873 12.2%

Holding current value

$1.38 Million

Previous $1.21 Million 8.86%

% of portfolio

0.1%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$44.7 - $49.05 $141,073 - $154,801	3,156 Added 12.2%	29,029 $1.32 Million
Q4 2024 Jan 27, 2025	BUY	$45.85 - $49.28 $43,419 - $46,668	947 Added 3.8%	25,873 $1.21 Million
Q3 2024 Oct 25, 2024	BUY	$42.72 - $47.0 $30,630 - $33,699	717 Added 2.96%	24,926 $1.17 Million
Q2 2024 Jul 26, 2024	BUY	$40.06 - $44.52 $34,772 - $38,643	868 Added 3.72%	24,209 $1.06 Million
Q1 2024 May 01, 2024	BUY	$38.7 - $42.6 $31,230 - $34,378	807 Added 3.58%	23,341 $985,000
Q4 2023 Feb 08, 2024	BUY	$33.27 - $39.73 $84,339 - $100,715	2,535 Added 12.68%	22,534 $885,000
Q3 2023 Oct 27, 2023	BUY	$34.65 - $38.19 $14,864 - $16,383	429 Added 2.19%	19,999 $699,000
Q2 2023 Aug 07, 2023	BUY	$34.69 - $37.13 $39,303 - $42,068	1,133 Added 6.15%	19,570 $725,000
Q1 2023 May 11, 2023	BUY	$32.42 - $35.66 $74,176 - $81,590	2,288 Added 14.17%	18,437 $646,000
Q4 2022 Feb 14, 2023	BUY	$30.36 - $34.9 $96,635 - $111,086	3,183 Added 24.55%	16,149 $524,000
Q3 2022 Nov 14, 2022	BUY	$30.58 - $37.75 $396,500 - $489,466	12,966 New	12,966 $397,000
Q2 2022 Aug 12, 2022	SELL	$32.1 - $40.89 $184,510 - $235,035	-5,748 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$37.82 - $44.33 $26,511 - $31,075	701 Added 13.89%	5,748 $233,000
Q4 2021 Feb 14, 2022	BUY	$40.78 - $44.63 $205,816 - $225,247	5,047 New	5,047 $224,000

Others Institutions Holding NTSX

# of Institutions

Shares Held

14.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

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Financial Advocates Investment Management Wisdomtree Tr Wisdomtree U.S. Transaction History