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 $1.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
37,230
Previous 37,397 0.45%
Holding current value
$1.6 Million
Previous $1.76 Billion 1.06%
% of portfolio
0.57%
Previous 0.59%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
94
Shares Held
15.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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