Wealth Plan Investment Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,123 shares of NTSX stock, worth $981,179. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,123
Previous 11,799 53.6%
Holding current value
$981,179
Previous $590,000 65.59%
% of portfolio
0.07%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$49.41 - $54.08 $312,468 - $342,001
6,324 Added 53.6%
18,123 $977,000
Q2 2025

Jul 28, 2025
BUY
$40.73 - $50.06 $480,573 - $590,657
11,799 New
11,799 $590,000

Others Institutions Holding NTSX

# of Institutions
101
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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