Number of Shares
9,810.00
Current Holdings Value*
$343,930.00
% of Portfolio
14.58%
Total Estimate Gain
$-18,690.78
% of Total Estimate Gain
-0.59%

Ford Financial Group, LLC's WisdomTree U.S. Efficient Core Fund Holding Summary

As of 2023-03-31, Ford Financial Group, LLC held 9,810.00 shares of WisdomTree U.S. Efficient Core Fund(NTSX), totaling $343,930.00. This investment constitutes 14.58% of their stock portfolio, and Ford Financial Group, LLC now holds 0.04% of the outstanding WisdomTree U.S. Efficient Core Fund(NTSX) stock.

The initial trade took place in 2021Q3. And since then Ford Financial Group, LLC has made 2 purchases of NTSX, at an average price of $39.60, for a total of 79,692.00 shares. In addition, there have been 5 sales at an average price of $37.80 for 69,882.00 shares. Based on historical transaction data and NTSX's current price of $50.57, Ford Financial Group, LLC's estimated gain on his NTSX holdings is $-18,690.78, reflecting a -0.59% gain to date.

Ford Financial Group, LLC NTSX ($50.57) Holding Chart

Ford Financial Group, LLC NTSX ($50.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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