Wisdomtree Tr 90/60 balnced shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Wisdomtree Tr 90/60 balnced
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All positions including Wisdomtree Tr 90/60 balnced held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 48k | 46.99 |
| 2024-06-30 | $2.2M | 50k | 43.91 |
| 2024-03-31 | $2.2M | 52k | 42.23 |
| 2023-12-31 | $1.9M | 49k | 39.30 |
| 2023-09-30 | $1.5M | 44k | 34.96 |
| 2023-06-30 | $1.3M | 35k | 37.07 |
| 2023-03-31 | $1.2M | 35k | 35.06 |
| 2022-12-31 | $653k | 20k | 32.45 |
| 2022-09-30 | $457k | 15k | 30.59 |
| 2022-06-30 | $402k | 12k | 33.30 |