Avior Wealth Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Avior Wealth Management’s Portfolio NTSI Stock Details NTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-217	Closed	-$7.62K	–	1797
2024 Q4	$7.62K	Hold	217	–	–	﹤0.01%	1708
2024 Q3	$8.51K	Sell	217 -134	-38%	-$5.08K	﹤0.01%	1611
2024 Q2	$12.8K	Hold	351	–	–	﹤0.01%	1447
2024 Q1	$13K	Buy	+351	New	+$12.6K	﹤0.01%	1771

Other funds holding NTSI

Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return