Taylor, Cottrill, Erickson & Associates, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$282 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$32.1 - $40.89 $211,089 - $268,892	-6,576 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$37.82 - $44.33 $43,795 - $51,334	1,158 Added 21.37%	6,576 $266,000
Q4 2021 Feb 03, 2022	BUY	$40.78 - $44.63 $220,946 - $241,805	5,418 New	5,418 $240,000

Others Institutions Holding NTSX

# of Institutions

Shares Held

15.7M

Call Options Held

Put Options Held

Halbert Hargrove Global Advisors, LLC

6.08M
Shares

$286 Million
15.83% of portfolio
Cwm, LLC

1.16M
Shares

$54.7 Million
0.23% of portfolio
Rational Advisors LLC Huntington, NY

1.08M
Shares

$50.8 Million
5.72% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

905K
Shares

$42.6 Million
1.21% of portfolio
Wj Interests, LLC Sugar Land, TX

824K
Shares

$38.8 Million
22.74% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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