Avion Wealth Wisdomtree Tr Wisdomtree U.S. Transaction History

Avion Wealth

$389 Million
Q4 2024

A detailed history of Avion Wealth transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Avion Wealth holds 9,783 shares of NTSX stock, worth $448,354. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,783

Previous 9,783 -0.0%

Holding current value

$448,354

Previous $459,000 0.65%

% of portfolio

0.12%

Previous 0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$30.58 - $37.75 $299,164 - $369,308	9,783 New	9,783 $299,000

Others Institutions Holding NTSX

# of Institutions

Shares Held

15.7M

Call Options Held

Put Options Held

Halbert Hargrove Global Advisors, LLC

6.08M
Shares

$279 Million
15.83% of portfolio
Cwm, LLC

1.16M
Shares

$53.3 Million
0.23% of portfolio
Rational Advisors LLC Huntington, NY

1.08M
Shares

$49.5 Million
5.72% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

905K
Shares

$41.5 Million
1.21% of portfolio
Wj Interests, LLC Sugar Land, TX

824K
Shares

$37.8 Million
22.74% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker NTSX
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