Number of Shares
452,243.00
Current Holdings Value*
$20.49 Mil
% of Portfolio
5.2%
Total Estimate Gain
$4.98 Mil
% of Total Estimate Gain
22.25%

Professional Financial Advisors, LLC's WisdomTree U.S. Efficient Core Fund Holding Summary

As of 2025-03-31, Professional Financial Advisors, LLC held 452,243.00 shares of WisdomTree U.S. Efficient Core Fund(NTSX), totaling $20.49 Mil. This investment constitutes 5.2% of their stock portfolio, and Professional Financial Advisors, LLC now holds 1.84% of the outstanding WisdomTree U.S. Efficient Core Fund(NTSX) stock.

The initial trade took place in 2021Q3. And since then Professional Financial Advisors, LLC has made 13 purchases of NTSX, at an average price of $38.21, for a total of 585,151.00 shares. In addition, there have been 2 sales at an average price of $34.60 for 132,908.00 shares. Based on historical transaction data and NTSX's current price of $50.27, Professional Financial Advisors, LLC's estimated gain on his NTSX holdings is $4.98 Mil, reflecting a 22.25% gain to date.

Professional Financial Advisors, LLC NTSX ($50.27) Holding Chart

Professional Financial Advisors, LLC NTSX ($50.27) 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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