Iht Wealth Management, LLC Closed Holding Positions

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 14, 2022
3,744
$117.89 - $161.28 $441K - $604K
RNG
Ring Central, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
1,762
$177.8 - $281.64 $313K - $496K
VRNA
Verona Pharma PLC

Healthcare
Q4 2021 Filed on Feb 14, 2022
18,560
$3.91 - $7.08 $72.6K - $131K
Xeris Pharmaceuticals
Q4 2021 Filed on Feb 14, 2022
334,367
N/A
Enable Midstream
Q4 2021 Filed on Feb 14, 2022
28,976
N/A
Retail Properties
Q4 2021 Filed on Feb 14, 2022
67,859
N/A
LOGC
Logic Bio Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
13,225
$2.2 - $4.53 $29.1K - $59.9K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 14, 2022
9,213
$39.23 - $54.4 $361K - $501K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Feb 14, 2022
7,879
$73.83 - $89.84 $582K - $708K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
11,305
$33.01 - $39.64 $373K - $448K
Vereit Inc
Q4 2021 Filed on Feb 14, 2022
21,344
N/A
AKUS
Akouos, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
12,600
$7.65 - $11.38 $96.4K - $143K
AVTR
Avantor, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
9,101
$36.93 - $42.14 $336K - $384K
CLAR
Clarus Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
13,591
$25.53 - $30.98 $347K - $421K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q4 2021 Filed on Feb 14, 2022
2,943
N/A
Ishares Ibonds
Q4 2021 Filed on Feb 14, 2022
23,378
N/A
MAG
Mag Silver Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
11,715
$14.76 - $21.0 $173K - $246K
MUX
Mc Ewen Mining Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
12,581
$8.3 - $12.0 $104K - $151K
SKY
Skyline Champion Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
7,265
$59.45 - $83.9 $432K - $610K
TME
Tencent Music Entertainment Group

Communication Services
Q4 2021 Filed on Feb 14, 2022
12,935
$5.97 - $8.85 $77.2K - $114K
DXGE
Wisdomtree Germany Hedged Equi

ETFs
Q4 2021 Filed on Feb 14, 2022
8,319
N/A
ASTR
Astra Space, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
17,233
$6.61 - $11.27 $114K - $194K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
9,526
$62.38 - $78.37 $594K - $747K
BILI
Bilibili Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
4,349
$42.57 - $89.02 $185K - $387K
NET
Cloudflare, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
3,446
$114.98 - $217.25 $396K - $749K
FIXX
Homology Medicines, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
32,605
$3.64 - $7.78 $119K - $254K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
Q4 2021 Filed on Feb 14, 2022
6,587
$45.32 - $49.86 $299K - $328K
LC
Lending Club Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
18,005
$23.19 - $47.61 $418K - $857K
OPRX
Optimize Rx Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
2,637
$53.57 - $98.0 $141K - $258K
SMFR
Sema4 Holdings Corp.

Healthcare
Q4 2021 Filed on Feb 14, 2022
17,562
$4.4 - $8.8 $77.3K - $155K
SMLR
Semler Scientific, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
2,000
$89.61 - $149.99 $179K - $300K
WIT
Wipro LTD

Technology
Q4 2021 Filed on Feb 14, 2022
21,158
$8.38 - $9.95 $177K - $211K
SPRU
Spruce Pwr Hldg Corp Com
Q4 2021 Filed on Feb 14, 2022
27,673
N/A
ARW
Arrow Electronics Inc

Technology
Q3 2021 Filed on Nov 15, 2021
2,681
$108.54 - $122.87 $291K - $329K
BLW
Blackrock LTD Duration Income Trust

Financial Services
Q3 2021 Filed on Nov 15, 2021
46,583
$16.75 - $17.58 $780K - $819K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
151,944
$16.2 - $17.08 $2.46M - $2.6M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
25,968
$30.01 - $33.05 $779K - $858K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
5,239
$35.28 - $39.52 $185K - $207K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
3,519
$115.56 - $129.76 $407K - $457K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
557
$372.64 - $458.3 $208K - $255K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q3 2021 Filed on Nov 15, 2021
13,572
$20.25 - $22.54 $275K - $306K
ERF
Enerplus Corp

Energy
Q3 2021 Filed on Nov 15, 2021
16,315
$4.91 - $8.0 $80.1K - $131K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q3 2021 Filed on Nov 15, 2021
28,000
$6.91 - $8.0 $193K - $224K
General Electric
Q3 2021 Filed on Nov 15, 2021
115,782
N/A
MNA
Iq Merger Arbitrage ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
11,500
$32.85 - $33.6 $378K - $386K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2021 Filed on Nov 15, 2021
22,100
N/A
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
10,869
$7.47 - $9.01 $81.2K - $97.9K
L Brands
Q3 2021 Filed on Nov 15, 2021
15,768
N/A
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
6,223
$81.03 - $88.61 $504K - $551K
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