Leading Edge Financial Planning LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 37,230 shares of NTSX stock, worth $1.81 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

37,230

Previous 37,397 0.45%

Holding current value

$1.81 Million

Previous $1.76 Billion 1.06%

% of portfolio

0.57%

Previous 0.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$45.85 - $49.28 $7,656 - $8,229	-167 Reduced 0.45%	37,230 $1.74 Billion
Q3 2024 Oct 23, 2024	SELL	$42.72 - $47.0 $72,666 - $79,947	-1,701 Reduced 4.35%	37,397 $1.76 Billion
Q2 2024 Aug 01, 2024	BUY	$40.06 - $44.52 $352,447 - $391,686	8,798 Added 29.04%	39,098 $1.72 Billion
Q1 2024 May 03, 2024	SELL	$38.7 - $42.6 $626,940 - $690,120	-16,200 Reduced 34.84%	30,300 $1.28 Billion
Q4 2023 Feb 13, 2024	SELL	$33.27 - $39.73 $129,919 - $155,145	-3,905 Reduced 7.75%	46,500 $1.83 Billion
Q3 2023 Oct 25, 2023	BUY	$34.65 - $38.19 $174,705 - $192,553	5,042 Added 11.11%	50,405 $1.76 Billion
Q2 2023 Jul 17, 2023	SELL	$34.69 - $37.13 $7,146 - $7,648	-206 Reduced 0.45%	45,363 $1.68 Billion
Q1 2023 Apr 20, 2023	BUY	$32.42 - $35.66 $445,839 - $490,396	13,752 Added 43.22%	45,569 $1.6 Billion
Q4 2022 Mar 02, 2023	BUY	$30.36 - $34.9 $965,964 - $1.11 Million	31,817 New	31,817 $1.03 Billion

Others Institutions Holding NTSX

# of Institutions

Shares Held

15.4M

Call Options Held

Put Options Held

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Leading Edge Financial Planning LLC Wisdomtree Tr Wisdomtree U.S. Transaction History