Iht Wealth Management, LLC New Holdings in Q4 2024

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
519K
New
$46.68 - $47.95 $24.2M - $24.9M
519K $24.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
127K
New
$89.97 - $98.59 $11.4M - $12.5M
127K $12.1M
CGDV
Capital Group Divid Value ETF

ETFs
71.8K
New
$35.16 - $37.12 $2.53M - $2.67M
71.8K $2.53M
AVIG
American Centy ETF Tr Avantis

ETFs
51.4K
New
$40.48 - $42.48 $2.08M - $2.18M
51.4K $2.09M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
24.8K
New
$81.34 - $96.75 $2.02M - $2.4M
24.8K $2.02M
CLOI
Vaneck ETF Tr

ETFs
23.8K
New
$52.7 - $53.15 $1.25M - $1.26M
23.8K $1.26M
IBMO
Ishares Tr Ibonds December 202

ETFs
41.6K
New
$25.4 - $25.62 $1.06M - $1.07M
41.6K $1.06M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
28.5K
New
$34.96 - $35.65 $995K - $1.01M
28.5K $999K
HGER
Harbor ETF Tr All Weather Infl
43.3K
New
$21.78 - $23.27 $943K - $1.01M
43.3K $958K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
27.3K
New
$32.56 - $42.89 $889K - $1.17M
27.3K $904K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.36K
New
$170.03 - $192.78 $741K - $841K
4.36K $806K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.07K
New
$123.69 - $133.68 $627K - $677K
5.07K $633K
CGCP
Capital Group Core Plus Income

ETFs
28K
New
$22.13 - $23.17 $619K - $648K
28K $620K
CTA
Simplify Exch Traded Fds Simpl

ETFs
19.3K
New
$25.8 - $28.97 $497K - $558K
19.3K $537K
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
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
23.8K
New
$18.2 - $27.01 $433K - $643K
23.8K $511K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
19.8K
New
$24.94 - $25.74 $495K - $511K
19.8K $506K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
13.7K
New
$34.64 - $35.72 $474K - $489K
13.7K $482K
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
RZV
Invesco Fd Tr

ETFs
3.78K
New
$105.77 - $119.36 $400K - $451K
3.78K $420K
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
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
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
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
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
7.88K
New
$42.35 - $47.59 $334K - $375K
7.88K $333K
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
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
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
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.05K
New
$40.12 - $41.68 $243K - $252K
6.05K $248K
MARA
Marathon Digital Holdings, Inc.

Financial Services
10.4K
New
N/A
10.4K $235K
XMPT
Vaneck Cef Muni Income ETF

ETFs
10.6K
New
$21.33 - $23.19 $225K - $245K
10.6K $227K
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
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
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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