HALBERT HARGROVE GLOBAL ADVISORS, LLC NTSX Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's WisdomTree U.S. Efficient Core Fund Holding Summary
As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 6.02 Mil shares of WisdomTree U.S. Efficient Core Fund(NTSX), totaling $272.70 Mil. This investment constitutes 15.41% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 24.52% of the outstanding WisdomTree U.S. Efficient Core Fund(NTSX) stock.
The initial trade took place in 2021Q3. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 8 purchases of NTSX, at an average price of $40.84, for a total of 7.61 Mil shares. In addition, there have been 7 sales at an average price of $42.09 for 1.59 Mil shares. Based on historical transaction data and NTSX's current price of $50.03, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his NTSX holdings is $57.28 Mil, reflecting a 18.43% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC NTSX ($50.03) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC NTSX ($50.03) 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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