Iht Wealth Management, LLC Incresed Positions in Q4 2024

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTQI
First Trust ETF Vi First Trust

ETFs
5.58K
+ 11.71%
$20.23 - $21.46 $113K - $120K
53.2K $1.11M
PLTM
Granite Shares Platinum Trust

ETFs
16.6K
+ 57.77%
$8.72 - $10.16 $145K - $169K
45.3K $397K
GNOM
Global X Fds Genomics & Biotec

ETFs
23.1K
+ 35.38%
$9.62 - $11.13 $222K - $257K
88.3K $857K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
6.9K
+ 23.55%
$64.29 - $75.41 $444K - $521K
36.2K $2.34M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7.32K
+ 51.8%
$15.9 - $17.05 $116K - $125K
21.5K $356K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.23K
+ 19.41%
$50.06 - $55.0 $212K - $232K
26K $1.31M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.38K
+ 11.33%
$33.7 - $37.69 $114K - $127K
33.2K $1.14M
PXI
Invesco Exchange Traded Fd Tr

ETFs
1.52K
+ 4.42%
$42.73 - $51.69 $65K - $78.6K
35.9K $1.59M
FTGC
First Trust Global Tactical CO

ETFs
3.95K
+ 21.73%
$23.23 - $24.25 $91.7K - $95.7K
22.1K $529K
FRPT
Freshpet, Inc.

Consumer Defensive
34
+ 0.41%
$132.54 - $156.76 $4.51K - $5.33K
8.34K $1.24M
LINK
Interlink Electronics Inc

Technology
2.52K
+ 10.29%
$3.25 - $7.46 $8.18K - $18.8K
27K $174K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.66K
+ 22.21%
$43.02 - $47.32 $115K - $126K
14.7K $633K
IWV
Ishares Russell 3000 ETF

ETFs
150
+ 3.31%
$323.08 - $349.08 $48.5K - $52.4K
4.69K $1.57M
VBK
Vanguard Small Cap Growth ETF

ETFs
30
+ 0.52%
$264.18 - $304.19 $7.93K - $9.13K
5.82K $1.63M
UNM
Unum Group

Financial Services
30
+ 0.51%
$58.88 - $77.07 $1.77K - $2.31K
5.94K $433K
FPX
First Trust Us Equity Opportun

ETFs
156
+ 2.3%
$109.38 - $131.9 $17.1K - $20.6K
6.93K $828K
PH
Parker Hannifin Corp

Industrials
113
+ 6.63%
$621.74 - $709.46 $70.3K - $80.2K
1.82K $1.16M
TRGP
Targa Resources Corp.

Energy
42
+ 1.86%
$150.58 - $207.69 $6.32K - $8.72K
2.3K $409K
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.17%
$63.31 - $82.85 $823 - $1.08K
7.51K $556K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.53K
+ 32.43%
$62.71 - $68.47 $96K - $105K
6.25K $393K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.57K
+ 3.63%
$80.93 - $85.66 $289K - $306K
102K $8.26M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.6K
+ 7.3%
$24.13 - $24.45 $62.7K - $63.5K
38.2K $926K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
2.53K
+ 20.89%
$31.36 - $35.93 $79.3K - $90.9K
14.6K $467K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
60
+ 1.13%
$225.16 - $265.16 $13.5K - $15.9K
5.35K $1.33M
DBA
Invesco Db Agriculture Fund

ETFs
1.97K
+ 25.17%
$24.81 - $27.83 $48.8K - $54.7K
9.78K $259K
NDAQ
Nasdaq, Inc.

Financial Services
454
+ 9.51%
$70.87 - $83.05 $32.2K - $37.7K
5.23K $404K
HYDR
Global X Fds Global X Hydrogen

ETFs
4.64K
+ 23.12%
$20.5 - $25.6 $95K - $119K
24.7K $568K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
725
+ 8.17%
$86.65 - $94.9 $62.8K - $68.8K
9.6K $834K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
2.39K
+ 43.46%
$34.21 - $38.73 $81.9K - $92.7K
7.9K $270K
FYX
First Tr Small Cap Core Alphad

ETFs
506
+ 23.91%
$96.51 - $110.53 $48.8K - $55.9K
2.62K $264K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
3.38K
+ 32.75%
$19.51 - $21.41 $65.9K - $72.3K
13.7K $268K
LEGR
First Tr ETF Indxx Innovation

ETFs
1.21K
+ 27.82%
$45.88 - $48.22 $55.5K - $58.3K
5.56K $257K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.41K
+ 17.04%
$65.79 - $72.14 $92.5K - $101K
9.66K $635K
BOTZ
Global X Fds

ETFs
1.74K
+ 9.37%
$31.11 - $34.18 $54.1K - $59.4K
20.3K $648K
JHML
John Hancock Multifactor Large

ETFs
695
+ 13.2%
$68.78 - $73.44 $47.8K - $51K
5.96K $415K
IHDG
Wisdomtree Tr

ETFs
1.47K
+ 17.49%
$43.38 - $46.0 $63.8K - $67.7K
9.88K $429K
IYE
Ishares Tr

ETFs
1.5K
+ 4.89%
$43.93 - $51.37 $66K - $77.2K
32.2K $1.47M
OPRA
Opera LTD

Communication Services
100
+ 0.84%
$14.49 - $20.22 $1.45K - $2.02K
12K $227K
IYJ
Ishares Tr

ETFs
317
+ 2.19%
$132.97 - $143.93 $42.2K - $45.6K
14.8K $1.97M
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.24K
+ 7.36%
$21.1 - $23.08 $68.3K - $74.7K
47.2K $1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.22K
+ 20.48%
$32.65 - $33.68 $40K - $41.2K
7.2K $235K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.9K
+ 4.9%
$11.34 - $12.27 $21.5K - $23.3K
40.7K $485K
USA
Liberty All Star Equity Fund

Financial Services
5.5K
+ 17.26%
$6.82 - $7.46 $37.5K - $41K
37.4K $259K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
383
+ 1.23%
N/A
31.5K $2.36M
COP
Conocophillips

Energy
848
+ 9.14%
$95.12 - $114.72 $80.7K - $97.3K
10.1K $1M
IP
International Paper CO

Consumer Cyclical
90
+ 2.09%
$46.64 - $59.57 $4.2K - $5.36K
4.4K $236K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
13
+ 0.14%
$72.18 - $81.41 $938 - $1.06K
9.15K $691K
TFC
Truist Financial Corp

Financial Services
344
+ 2.23%
$41.51 - $48.1 $14.3K - $16.5K
15.8K $685K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
297
+ 7.63%
$62.07 - $66.61 $18.4K - $19.8K
4.19K $268K
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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