Accurate Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
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 89,696 shares of NTSX stock, worth $4.4 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
89,696
Previous 93,150
3.71%
Holding current value
$4.4 Million
Previous $4.38 Million
4.34%
% of portfolio
0.86%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding NTSX
# of Institutions
88Shares Held
15.5MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.08MShares$298 Million15.83% of portfolio
-
Cwm, LLC1.16MShares$57 Million0.23% of portfolio
-
Rational Advisors LLC Huntington, NY1.08MShares$52.9 Million5.72% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA905KShares$44.3 Million1.21% of portfolio
-
Wj Interests, LLC Sugar Land, TX824KShares$40.4 Million22.74% of portfolio