Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr Intl Efficient C Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$35.93 - $39.59 $4,814 - $5,305	-134 Reduced 38.18%	217 $8,000
Q1 2024 Apr 30, 2024	BUY	$34.53 - $37.38 $12,120 - $13,120	351 New	351 $13,000

Others Institutions Holding NTSI

# of Institutions

Shares Held

8.37M

Call Options Held

Put Options Held

Halbert Hargrove Global Advisors, LLC

3.14M
Shares

$120 Million
6.81% of portfolio
Sym Financial Corp

2.37M
Shares

$90.6 Million
10.8% of portfolio
Wj Interests, LLC Sugar Land, TX

748K
Shares

$28.6 Million
16.87% of portfolio
Cwm, LLC

721K
Shares

$27.6 Million
0.11% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

495K
Shares

$18.9 Million
0.21% of portfolio

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About WISDOMTREE TR INTL EFFICIENT C

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