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Synergy Investment Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Synergy Investment Management’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,608
Closed -$118K – 405
2025
Q1 		$118K Buy
2,608
+2
+0.1% +$91 0.05% 159
2024
Q4 		$122K Buy
+2,606
New +$122K 0.05% 159