Kestra Private Wealth Services, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 12,133 shares of NTSX stock, worth $579,593. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,133
Previous 8,550 41.91%
Holding current value
$579,593
Previous $375,000 52.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$42.72 - $47.0 $153,065 - $168,401
3,583 Added 41.91%
12,133 $570,000
Q2 2024

Aug 12, 2024
SELL
$40.06 - $44.52 $10,175 - $11,308
-254 Reduced 2.89%
8,550 $375,000
Q1 2024

May 02, 2024
BUY
$38.7 - $42.6 $340,714 - $375,050
8,804 New
8,804 $371,000

Others Institutions Holding NTSX

# of Institutions
79
Shares Held
15.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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