Kestra Private Wealth Services »

Wisdomtree Tr 90/60 balnced shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $570k 12k 46.99
2024-06-30 $375k 8.6k 43.91
2024-03-31 $372k 8.8k 42.23

More positions owned by Kestra Private Wealth Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Kestra Private Wealth Services

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
Huntington Asset Advisors
CWM
Wealthcare Advisory Partners
WJ Interests
Resources Investment Advisors
Advisor Group Holdings
Cetera Investment Advisers
Professional Financial Advisors
Wealth Enhancement Advisory Services
Bnp Paribas Arbitrage, Snc
LPL Financial
Howard Bailey Securities
Perennial Investment Advisors
AQR Capital Management

View all funds holding Wisdomtree Tr 90/60 balnced