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
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
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
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.2K
New
$14.28 - $14.81 $145K - $150K
10.2K $146K
WOLF
Wolfspeed, Inc.

Technology
13.5K
New
$6.44 - $16.2 $86.9K - $219K
13.5K $89K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
10.4K
New
$8.36 - $8.71 $86.8K - $90.5K
10.4K $87K
NIO
Nio Inc.

Consumer Cyclical
13.1K
New
$4.31 - $7.21 $56.4K - $94.4K
13.1K $57K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
13.7K
New
$3.53 - $7.8 $48.2K - $106K
13.7K $52K
GEVO
Gevo, Inc.

Basic Materials
14K
New
$1.38 - $3.29 $19.3K - $46K
14K $29K
TLRY
Tilray Brands, Inc.

Healthcare
14.6K
New
$1.16 - $1.77 $17K - $25.9K
14.6K $19K
BSGM
Bio Sig Technologies, Inc.

Healthcare
10.6K
New
$0.24 - $2.23 $2.54K - $23.6K
10.6K $13K
IPW
I Power Inc.

Consumer Cyclical
15K
New
$0.61 - $2.15 $9.15K - $32.3K
15K $12K
SGMO
Sangamo Therapeutics, Inc

Healthcare
12K
New
$0.78 - $2.87 $9.36K - $34.4K
12K $12K
Bank Montreal Medium
171K
New
N/A
171K $0
SMOT
Vaneck ETF Tr Morningstar Smid
20.1K
New
N/A
20.1K $0
Victory Portfolios Ii
26.6K
New
N/A
26.6K $0
Atlassian Corp Cl A
856
New
N/A
856 $0
Capital Group Core Balanced
8.81K
New
N/A
8.81K $0
Amplify ETF Tr
3.11K
New
N/A
3.11K $0
Wisdomtree Tr
15.3K
New
N/A
15.3K $0
Dimensional ETF Trust
5.73K
New
N/A
5.73K $0
Graniteshares ETF Tr
10.5K
New
N/A
10.5K $0
The Alger ETF Trust
50.3K
New
N/A
50.3K $0
Tema ETF Trust
33.9K
New
N/A
33.9K $0
Investment Managers Ser Tr I
10.7K
New
N/A
10.7K $0
J P Morgan Exchange Traded F
17.4K
New
N/A
17.4K $0
Intrusion Inc
10.3K
New
N/A
10.3K $0
PDEC
Innovator U.S. Equity Power Bu
6.05K
New
N/A
6.05K $0
Innovator Etfs Trust
15.2K
New
N/A
15.2K $0
HAPI
Harbor ETF Tr Corporate Cultur
30.7K
New
N/A
30.7K $0
Graniteshares ETF Tr
150K
New
N/A
150K $0
Global X Fds
8.65K
New
N/A
8.65K $0
FNY
First Trust Mid Cap Growth Alp
3.32K
New
N/A
3.32K $0
First Tr Exchange Traded Fd Vi
62.7K
New
N/A
62.7K $0
Tema ETF Trust
28.6K
New
N/A
28.6K $0
Tema ETF Trust
41.7K
New
N/A
41.7K $0
A2 Z Cust2 Mate Solutions Corp
175K
New
N/A
175K $0
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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