Iht Wealth Management, LLC ETF Ser Solutions Defiance Nex Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,525 shares of FIVG stock, worth $264,980. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,525
Previous 8,381 22.15%
Holding current value
$264,980
Previous $340,000 22.35%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-1,856 Reduced 22.15%
6,525 $264,000
Q2 2025

Aug 14, 2025
SELL
N/A
-559 Reduced 6.25%
8,381 $340,000
Q1 2025

May 15, 2025
SELL
N/A
-62 Reduced 0.69%
8,940 $363,000
Q4 2024

Feb 14, 2025
SELL
N/A
-599 Reduced 6.24%
9,002 $365,000
Q3 2024

Nov 14, 2024
SELL
$37.19 - $44.15 $38,268 - $45,430
-1,029 Reduced 9.68%
9,601 $389,000
Q2 2024

Aug 14, 2024
SELL
$35.39 - $42.48 $55,279 - $66,353
-1,562 Reduced 12.81%
10,630 $444,000
Q1 2024

May 15, 2024
SELL
$34.4 - $40.37 $58,204 - $68,306
-1,692 Reduced 12.19%
12,192 $476,000
Q4 2023

Feb 14, 2024
SELL
$28.82 - $36.11 $5,562 - $6,969
-193 Reduced 1.37%
13,884 $497,000
Q3 2023

Nov 14, 2023
SELL
$30.65 - $34.46 $16,213 - $18,229
-529 Reduced 3.62%
14,077 $439,000
Q2 2023

Aug 14, 2023
SELL
$29.87 - $33.86 $36,859 - $41,783
-1,234 Reduced 7.79%
14,606 $491,000
Q1 2023

May 15, 2023
SELL
$29.95 - $34.23 $66,129 - $75,579
-2,208 Reduced 12.23%
15,840 $519,000
Q4 2022

Feb 14, 2023
SELL
$27.58 - $32.43 $40,901 - $48,093
-1,483 Reduced 7.59%
18,048 $539,000
Q3 2022

Nov 22, 2022
BUY
$28.52 - $36.05 $72,840 - $92,071
2,554 Added 15.04%
19,531 $557,000
Q2 2022

Aug 15, 2022
BUY
$30.76 - $38.03 $10,181 - $12,587
331 Added 1.99%
16,977 $535,000
Q1 2022

May 16, 2022
SELL
$34.88 - $42.11 $23,055 - $27,834
-661 Reduced 3.82%
16,646 $625,000
Q4 2021

Feb 14, 2022
SELL
$35.92 - $42.41 $202,516 - $239,107
-5,638 Reduced 24.57%
17,307 $722,000
Q3 2021

Nov 15, 2021
BUY
$36.32 - $38.84 $544 - $582
15 Added 0.07%
22,945 $833,000
Q2 2021

Aug 16, 2021
BUY
$34.42 - $38.05 $117,509 - $129,902
3,414 Added 17.49%
22,930 $872,000
Q1 2021

May 18, 2021
BUY
$32.82 - $36.69 $33,706 - $37,680
1,027 Added 5.55%
19,516 $687,000
Q4 2020

Feb 17, 2021
BUY
$28.34 - $33.6 $217,679 - $258,081
7,681 Added 71.07%
18,489 $621,000
Q3 2020

Nov 19, 2020
BUY
$27.08 - $30.44 $292,680 - $328,995
10,808 New
10,808 $308,000

Others Institutions Holding FIVG

# of Institutions
180
Shares Held
2.37M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

FIVG Quotes by TradingView
  • Ticker FIVG
  • Sector ETFs
  • Industry ETFs
More about FIVG
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