Integrated Wealth Concepts LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,432 shares of NTSX stock, worth $511,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,432
Holding current value
$511,120
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$40.73 - $50.06 $384,165 - $472,165
9,432 New
9,432 $472,000
Q4 2023

Feb 13, 2024
SELL
$33.27 - $39.73 $3.23 Million - $3.86 Million
-97,188 Reduced 94.16%
6,025 $236,000
Q3 2023

Nov 15, 2023
SELL
$34.65 - $38.19 $74,254 - $81,841
-2,143 Reduced 2.03%
103,213 $3.61 Million
Q2 2023

Aug 15, 2023
SELL
$34.69 - $37.13 $310,406 - $332,239
-8,948 Reduced 7.83%
105,356 $3.91 Million
Q1 2023

May 03, 2023
SELL
$32.42 - $35.66 $975,615 - $1.07 Million
-30,093 Reduced 20.84%
114,304 $4.01 Million
Q4 2022

Feb 13, 2023
SELL
$30.36 - $34.9 $1.02 Million - $1.17 Million
-33,547 Reduced 18.85%
144,397 $4.69 Million
Q3 2022

Nov 14, 2022
SELL
$30.58 - $37.75 $1.43 Million - $1.76 Million
-46,694 Reduced 20.79%
177,944 $5.44 Million
Q2 2022

Aug 08, 2022
BUY
$32.1 - $40.89 $3.39 Million - $4.31 Million
105,465 Added 88.5%
224,638 $7.49 Million
Q1 2022

May 12, 2022
BUY
$37.82 - $44.33 $621,798 - $728,829
16,441 Added 16.0%
119,173 $4.83 Million
Q4 2021

Feb 15, 2022
BUY
$40.78 - $44.63 $2.11 Million - $2.31 Million
51,793 Added 101.68%
102,732 $4.55 Million
Q3 2021

Nov 15, 2021
BUY
$40.64 - $43.27 $2.07 Million - $2.2 Million
50,939 New
50,939 $2.08 Million

Others Institutions Holding NTSX

# of Institutions
102
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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