Kestra Private Wealth Services’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Kestra Private Wealth Services’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 Q2	–	Sell	-5,707	Closed	-$217K	–	1655
2025 Q1	$217K	Sell	5,707 -805	-12%	-$30.1K	﹤0.01%	1355
2024 Q4	$229K	Buy	6,512 +450	+7%	+$16.5K	﹤0.01%	1258
2024 Q3	$238K	Buy	+6,062	New	+$230K	﹤0.01%	1192

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Carson Wealth (CWM LLC)

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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

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

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