Iht Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,764 shares of SPYX stock, worth $281,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,764

Previous 6,138 6.09%

Holding current value

$281,456

Previous $290,000 4.48%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$46.53 - $49.91 $17,402 - $18,666	-374 Reduced 6.09%	5,764 $277,000
Q3 2024 Nov 14, 2024	BUY	$42.38 - $47.25 $17,163 - $19,136	405 Added 7.06%	6,138 $290,000
Q2 2024 Aug 14, 2024	SELL	$40.47 - $44.95 $12,707 - $14,114	-314 Reduced 5.19%	5,733 $255,000
Q1 2024 May 15, 2024	BUY	$38.19 - $42.8 $34,065 - $38,177	892 Added 17.3%	6,047 $258,000
Q4 2023 Feb 14, 2024	SELL	$33.41 - $38.98 $170,090 - $198,447	-5,091 Reduced 49.69%	5,155 $200,000
Q3 2023 Nov 14, 2023	BUY	$34.55 - $37.33 $46,089 - $49,798	1,334 Added 14.97%	10,246 $355,000
Q2 2023 Aug 14, 2023	BUY	$32.81 - $36.17 $38,420 - $42,355	1,171 Added 15.13%	8,912 $322,000
Q1 2023 May 15, 2023	BUY	$31.18 - $96.11 $163,695 - $504,577	5,250 Added 210.76%	7,741 $257,000
Q4 2022 Feb 14, 2023	BUY	$28.84 - $98.94 $71,840 - $246,459	2,491 New	2,491 $232,000

Others Institutions Holding SPYX

# of Institutions

231

Shares Held

21M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
Sector ETFs
Industry ETFs

More about SPYX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History