Wisdomtree Tr 90/60 balnced shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Wisdomtree Tr 90/60 balnced
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr 90/60 balnced held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr 90/60 balnced by Financial Advocates Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 25k | 46.99 |
2024-06-30 | $1.1M | 24k | 43.91 |
2024-03-31 | $986k | 23k | 42.23 |
2023-12-31 | $886k | 23k | 39.30 |
2023-09-30 | $699k | 20k | 34.96 |
2023-06-30 | $726k | 20k | 37.07 |
2023-03-31 | $646k | 18k | 35.06 |
2022-12-31 | $524k | 16k | 32.45 |
2022-09-30 | $397k | 13k | 30.62 |
2022-03-31 | $233k | 5.7k | 40.54 |
2021-12-31 | $224k | 5.0k | 44.38 |
More positions owned by Financial Advocates Investment Management
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