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

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

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 4,561 shares of NTSX stock, worth $234,161. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,561
Previous 9,355 51.25%
Holding current value
$234,161
Previous $423,000 46.1%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 07, 2025
SELL
$40.73 - $50.06 $195,259 - $239,987
-4,794 Reduced 51.25%
4,561 $228,000
Q1 2025

May 05, 2025
SELL
$44.7 - $49.05 $131,775 - $144,599
-2,948 Reduced 23.96%
9,355 $423,000
Q4 2024

Jan 28, 2025
BUY
$45.85 - $49.28 $7,794 - $8,377
170 Added 1.4%
12,303 $574,000
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
96
Shares Held
14.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

NTSX Quotes by TradingView
  • Ticker NTSX
  • Sector ETFs
  • Industry ETFs
More about NTSX
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email