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
JD
Jd.Com, Inc.

Consumer Cyclical
8.27K
New
$33.35 - $47.1 $276K - $389K
8.27K $286K
PFM
Invesco Exchange Traded Fd Tr

ETFs
6.22K
New
$45.72 - $48.2 $284K - $300K
6.22K $285K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
14.3K
New
$19.65 - $20.27 $282K - $290K
14.3K $281K
APO
Apollo Global Management, Inc.

Financial Services
913
+ 28.42%
$131.36 - $178.61 $120K - $163K
4.13K $681K
SPMD
Spdr Portfolio

ETFs
4.98K
+ 4.17%
$54.13 - $59.56 $270K - $297K
124K $6.81M
SHOP
Shopify Inc.

Technology
344
+ 4.06%
$78.14 - $119.49 $26.9K - $41.1K
8.82K $937K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9
+ 0.06%
$110.69 - $154.48 $996 - $1.39K
15K $1.91M
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.05K
New
$40.12 - $41.68 $243K - $252K
6.05K $248K
FLIN
Franklin Templeton ETF Tr

ETFs
16.6K
+ 17.01%
$37.75 - $41.62 $628K - $692K
114K $4.34M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.74K
+ 57.64%
$44.87 - $46.86 $257K - $269K
15.7K $704K
MARA
Marathon Digital Holdings, Inc.

Financial Services
10.4K
New
N/A
10.4K $235K
GOLD
Barrick Gold Corp

Basic Materials
21.6K
+ 93.56%
$15.23 - $21.19 $328K - $457K
44.6K $691K
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.64K
+ 27.12%
$44.03 - $46.65 $292K - $310K
31.1K $1.37M
XMPT
Vaneck Cef Muni Income ETF

ETFs
10.6K
New
$21.33 - $23.19 $225K - $245K
10.6K $227K
GTO
Invesco Actively Managed ETF T

ETFs
7.59K
+ 11.49%
$46.33 - $48.41 $352K - $368K
73.7K $3.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.41K
+ 94.94%
$57.29 - $63.1 $252K - $278K
9.05K $519K
ARCC
Ares Capital Corp

Financial Services
4.09K
+ 2.86%
$20.74 - $22.27 $84.7K - $91K
147K $3.22M
AI
C3.Ai, Inc.

Technology
6.5K
New
$22.6 - $42.94 $147K - $279K
6.5K $223K
FIW
First Trust Water ETF

ETFs
2.17K
New
$102.02 - $110.91 $221K - $240K
2.17K $220K
JBT
John Bean Technologies Corp

Industrials
1.73K
New
$94.76 - $131.66 $163K - $227K
1.73K $219K
FTSL
First Trust Senior Ln Fund

ETFs
4.74K
New
$45.9 - $46.48 $218K - $220K
4.74K $219K
UAL
United Airlines Holdings, Inc.

Industrials
2.24K
New
$55.62 - $102.44 $125K - $230K
2.24K $217K
COCO
Vita Coco Company, Inc.

Consumer Defensive
5.86K
New
$27.78 - $37.02 $163K - $217K
5.86K $216K
OKE
Oneok Inc

Energy
441
+ 2.4%
$92.28 - $117.05 $40.7K - $51.6K
18.8K $1.89M
EMLP
First Tr Exchange Traded Iv

ETFs
6.01K
New
$33.69 - $38.24 $202K - $230K
6.01K $214K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
23.7K
New
$8.85 - $11.25 $210K - $267K
23.7K $210K
TDIV
First Trust Nasdaq Technology

ETFs
2.66K
New
$78.03 - $82.13 $207K - $218K
2.66K $208K
SPOT
Spotify Technology S.A.

Communication Services
466
New
$362.95 - $502.38 $169K - $234K
466 $208K
EQT
Eqt Corp

Energy
4.5K
New
$35.62 - $46.89 $160K - $211K
4.5K $207K
PALL
Abrdn Palladium ETF Trust

ETFs
2.47K
New
$82.73 - $112.0 $205K - $277K
2.47K $206K
SNX
Td Synnex Corp

Technology
1.75K
New
$114.71 - $125.79 $201K - $220K
1.75K $205K
CBRE
Cbre Group, Inc.

Real Estate
1.53K
New
$119.22 - $140.71 $183K - $215K
1.53K $201K
IBHE
Ishares Ibonds 2025 Term High

ETFs
8.71K
New
$23.08 - $23.28 $201K - $203K
8.71K $201K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.76K
New
$41.16 - $42.25 $196K - $201K
4.76K $200K
VST
Vistra Corp.

Utilities
106
+ 1.12%
$115.74 - $166.61 $12.3K - $17.7K
9.58K $1.32M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
16.4K
New
$12.1 - $13.76 $199K - $226K
16.4K $198K
GPS
Gap Inc

Consumer Cyclical
9.8K
New
N/A
9.8K $197K
FDUS
Fidus Investment Corp

Financial Services
5.44K
+ 9.9%
$19.1 - $21.49 $104K - $117K
60.4K $1.27M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.21K
+ 3.09%
N/A
73.7K $6.33M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.8K
+ 8.94%
$42.84 - $45.38 $461K - $489K
131K $5.64M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
14.1K
+ 5.27%
$23.42 - $24.25 $330K - $341K
281K $6.64M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.21K
+ 9.91%
$119.61 - $136.3 $144K - $164K
13.4K $1.65M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.3K
+ 2.36%
$44.33 - $49.55 $412K - $461K
403K $18.1M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
5.02K
+ 5.55%
$19.79 - $21.6 $99.2K - $108K
95.5K $2.03M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.86K
+ 33.87%
$106.33 - $110.69 $198K - $206K
7.37K $784K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.56K
+ 2.11%
N/A
317K $8.08M
ADUS
Addus Home Care Corp

Healthcare
1.5K
+ 51.48%
$118.27 - $133.01 $177K - $199K
4.4K $551K
VV
Vanguard Large Cap ETF

ETFs
437
+ 6.23%
$260.27 - $280.65 $114K - $123K
7.45K $2.01M
VRT
Vertiv Holdings CO

Industrials
1.86K
New
N/A
1.86K $160K
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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