Number of Shares
278,472.00
Current Holdings Value*
$12.62 Mil
% of Portfolio
5.09%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
10.02%

HOWARD BAILEY SECURITIES, LLC's WisdomTree U.S. Efficient Core Fund Holding Summary

As of 2025-03-31, HOWARD BAILEY SECURITIES, LLC held 278,472.00 shares of WisdomTree U.S. Efficient Core Fund(NTSX), totaling $12.62 Mil. This investment constitutes 5.09% of their stock portfolio, and HOWARD BAILEY SECURITIES, LLC now holds 1.13% of the outstanding WisdomTree U.S. Efficient Core Fund(NTSX) stock.

The initial trade took place in 2024Q3. And since then HOWARD BAILEY SECURITIES, LLC has made 1 purchases of NTSX, at an average price of $45.22, for a total of 302,282.00 shares. In addition, there have been 1 sales at an average price of $47.20 for 23,810.00 shares. Based on historical transaction data and NTSX's current price of $49.97, HOWARD BAILEY SECURITIES, LLC's estimated gain on his NTSX holdings is $1.37 Mil, reflecting a 10.02% gain to date.

HOWARD BAILEY SECURITIES, LLC NTSX ($49.97) Holding Chart

HOWARD BAILEY SECURITIES, LLC NTSX ($49.97) 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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