Accurate Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 22,815 shares of NTSX stock, worth $1.24 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,815
Previous 23,199
1.66%
Holding current value
$1.24 Million
Previous $1.16 Million
5.94%
% of portfolio
0.19%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding NTSX
# of Institutions
101Shares Held
14MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC5.48MShares$297 Million14.61% of portfolio
-
Cwm, LLC1.37MShares$74.1 Million0.22% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA941KShares$51 Million1.11% of portfolio
-
Rational Advisors LLC Huntington, NY714KShares$38.6 Million4.54% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS704KShares$38.1 Million0.43% of portfolio