Iht Wealth Management, LLC Purchases in Q4 2024

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
21.2K
+ 8.91%
$35.45 - $40.33 $750K - $853K
259K $9.27M
CGCP
Capital Group Core Plus Income

ETFs
28K
New
$22.13 - $23.17 $619K - $648K
28K $620K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.16K
+ 31.35%
$216.72 - $244.71 $468K - $528K
9.04K $2.13M
ORCC
Owl Rock Capital Corp

Financial Services
44.1K
+ 386.37%
N/A
55.6K $744K
CTA
Simplify Exch Traded Fds Simpl

ETFs
19.3K
New
$25.8 - $28.97 $497K - $558K
19.3K $537K
EEM
Ishares Msci Emerging Markets

ETFs
13.6K
+ 161.7%
$41.82 - $47.36 $569K - $644K
22K $920K
GLNG
Golar Lng LTD

Energy
12.6K
New
$34.0 - $43.59 $427K - $547K
12.6K $531K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14K
New
$36.54 - $37.53 $511K - $525K
14K $514K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
8.14K
+ 205.56%
$63.15 - $75.4 $514K - $614K
12.1K $776K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
23.8K
New
$18.2 - $27.01 $433K - $643K
23.8K $511K
APP
App Lovin Corp

Technology
97
+ 4.01%
$130.67 - $401.5 $12.7K - $38.9K
2.51K $814K
PCT
Pure Cycle Technologies, Inc.

Industrials
43.9K
+ 86.03%
$8.81 - $14.3 $387K - $628K
95K $973K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.99K
+ 10.92%
$153.8 - $176.52 $306K - $351K
20.2K $3.35M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
13.7K
New
$34.64 - $35.72 $474K - $489K
13.7K $482K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.13K
+ 7.93%
$90.31 - $106.37 $192K - $226K
29K $2.89M
ZETA
Zeta Global Holdings Corp.

Technology
24.6K
New
$17.37 - $36.74 $427K - $902K
24.6K $441K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
7.22K
New
$59.24 - $74.8 $428K - $540K
7.22K $441K
XLP
Consumer Staples Sector Spdr

ETFs
5.77K
+ 5.0%
N/A
121K $9.21M
HYMU
Blackrock ETF Tr Ii High Yield
21.5K
+ 22.78%
$22.59 - $23.2 $486K - $499K
116K $2.63M
LVS
Las Vegas Sands Corp

Consumer Cyclical
8.29K
+ 134.91%
$47.96 - $55.17 $397K - $457K
14.4K $741K
XLU
Utilities Sector Spdr

ETFs
10.8K
+ 14.3%
$74.89 - $82.93 $808K - $895K
86.2K $6.53M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
15.9K
+ 53.55%
$26.55 - $26.67 $423K - $425K
45.7K $1.22M
RZV
Invesco Fd Tr

ETFs
3.78K
New
$105.77 - $119.36 $400K - $451K
3.78K $420K
AVUS
American Centy ETF Tr Avantis

ETFs
124
+ 0.05%
$94.36 - $102.06 $11.7K - $12.7K
229K $22.2M
PAUG
Innovator U.S. Equity Power Bu

ETFs
10.4K
New
$37.61 - $38.92 $392K - $405K
10.4K $401K
POCT
Innovator U.S. Equity Power Bu

ETFs
10.1K
New
$38.63 - $40.03 $390K - $404K
10.1K $399K
AXP
American Express CO

Financial Services
879
+ 17.1%
$267.35 - $305.57 $235K - $269K
6.02K $1.79M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.57K
+ 83.84%
$119.34 - $127.78 $425K - $456K
7.82K $932K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.9K
+ 61.99%
$23.29 - $23.93 $394K - $405K
44.2K $1.04M
ARKG
Ark Genomic Revolution ETF (De

ETFs
16.6K
+ 208.5%
$22.66 - $27.11 $375K - $449K
24.5K $577K
CGGR
Capital Group Growth ETF Shs C

ETFs
10K
New
$34.49 - $39.24 $345K - $392K
10K $371K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
25.1K
New
$14.42 - $15.68 $362K - $394K
25.1K $365K
GLDM
World Gold Trust

ETFs
7.04K
+ 38.02%
$50.76 - $55.23 $357K - $389K
25.5K $1.33M
LVHI
Franklin International Low Vol

ETFs
11.8K
New
$29.98 - $31.57 $355K - $373K
11.8K $361K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
8.96K
New
$40.0 - $52.93 $359K - $474K
8.96K $361K
CELH
Celsius Holdings, Inc.

Consumer Defensive
15.7K
+ 139.79%
$25.66 - $34.91 $402K - $547K
26.9K $707K
VIRT
Virtu Financial, Inc.

Financial Services
9.97K
New
$30.43 - $37.95 $303K - $378K
9.97K $355K
MOS
Mosaic CO

Basic Materials
14.3K
New
$23.87 - $28.34 $342K - $405K
14.3K $351K
ITA
Ishares Tr

ETFs
2.45K
+ 71.52%
$144.31 - $157.31 $353K - $385K
5.87K $852K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
7.88K
New
$42.35 - $47.59 $334K - $375K
7.88K $333K
MO
Altria Group, Inc.

Consumer Defensive
5.31K
+ 12.63%
$49.06 - $57.74 $260K - $306K
47.3K $2.48M
URA
Global X Uranium ETF

ETFs
15K
+ 37.92%
$26.78 - $33.46 $401K - $501K
54.4K $1.46M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.74K
+ 45.99%
$54.6 - $68.9 $259K - $326K
15K $907K
LNG
Cheniere Energy, Inc.

Energy
687
+ 14.69%
$181.07 - $225.92 $124K - $155K
5.36K $1.15M
DG
Dollar General Corp

Consumer Defensive
3.98K
New
$73.27 - $84.47 $292K - $336K
3.98K $301K
ARLP
Alliance Resource Partners LP

Energy
11.2K
New
$24.84 - $28.58 $277K - $319K
11.2K $293K
NEM
Newmont Corp

Basic Materials
15.4K
+ 88.63%
$37.0 - $58.68 $571K - $906K
32.9K $1.22M
MGEE
Mge Energy Inc

Utilities
3.09K
New
$88.55 - $108.16 $273K - $334K
3.09K $290K
FSIG
First Tr ETF Iv LTD Duration I
15.4K
New
$18.8 - $19.23 $289K - $296K
15.4K $290K
Activity Summary
Buys All Purchases 360 New Holdings 95 Increased Positions 265 Sells All Sells 694 Reductions 694 Sold out 0 Options Calls 0 Puts 0
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