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 csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $224k | 4.1k | 54.82 |
| 2025-09-30 | $220k | 4.1k | 53.92 |
| 2025-06-30 | $228k | 4.6k | 50.06 |
| 2025-03-31 | $424k | 9.4k | 45.31 |
| 2024-12-31 | $574k | 12k | 46.69 |
| 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
View all positions for Kestra Private Wealth Services