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
BFB
Brown Forman Corp Cl B
Q3 2021 Filed on Nov 15, 2021
5,841
N/A
CBT
Cabot Corp

Basic Materials
Q3 2021 Filed on Nov 15, 2021
5,098
$48.11 - $58.79 $245K - $300K
ELY
Callaway Golf CO

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
9,823
$27.08 - $33.69 $266K - $331K
Dicerna Pharmaceuticals
Q3 2021 Filed on Nov 15, 2021
12,117
N/A
DASH
Door Dash, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
1,322
$167.33 - $222.91 $221K - $295K
AMZA
Etfis Ser Tr I

ETFs
Q3 2021 Filed on Nov 15, 2021
10,534
$24.43 - $29.93 $257K - $315K
FNKO
Funko, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
15,382
$17.35 - $21.18 $267K - $326K
MLPA
Global X Mlp ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
22,332
$32.94 - $39.22 $736K - $876K
HUN
Huntsman Corp

Basic Materials
Q3 2021 Filed on Nov 15, 2021
12,882
$24.32 - $29.85 $313K - $385K
IQ
I Qiyi, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
12,515
$7.73 - $15.13 $96.7K - $189K
IXG
Ishares Global Fin'L ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
2,627
$74.07 - $80.93 $195K - $213K
KALU
Kaiser Aluminum Corp

Basic Materials
Q3 2021 Filed on Nov 15, 2021
2,185
$105.07 - $130.15 $230K - $284K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
10,732
$24.35 - $29.88 $261K - $321K
LPL
Lg Display Co., Ltd.

Technology
Q3 2021 Filed on Nov 15, 2021
29,038
$7.95 - $10.92 $231K - $317K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
29,768
$13.7 - $14.77 $408K - $440K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
10,357
$36.8 - $60.62 $381K - $628K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
4,455
$42.25 - $45.47 $188K - $203K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
1,824
$85.4 - $126.43 $156K - $231K
PGNY
Progyny, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
3,640
$43.43 - $63.48 $158K - $231K
URTY
Proshares Trust Proshrs Ultrap

ETFs
Q3 2021 Filed on Nov 15, 2021
1,913
$90.29 - $119.5 $173K - $229K
XM
Qualtrics International Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
5,950
$33.46 - $48.15 $199K - $286K
RVT
Royce Value Trust, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
21,143
$17.46 - $19.07 $369K - $403K
Score Media
Q3 2021 Filed on Nov 15, 2021
22,679
N/A
SHIP
Seanergy Maritime Holdings Corp.

Industrials
Q3 2021 Filed on Nov 15, 2021
10,000
$0.96 - $1.55 $9.6K - $15.5K
SBSW
Sibanye Stillwater LTD

Basic Materials
Q3 2021 Filed on Nov 15, 2021
17,002
$12.07 - $17.59 $205K - $299K
STNE
Stone Co Ltd.

Technology
Q3 2021 Filed on Nov 15, 2021
4,423
$34.68 - $69.91 $153K - $309K
TPL
Texas Pacific Land Corp

Energy
Q3 2021 Filed on Nov 15, 2021
169
$1209.36 - $1615.84 $204K - $273K
TGH
Textainer Group Holdings LTD

Industrials
Q3 2021 Filed on Nov 15, 2021
8,976
$28.79 - $37.27 $258K - $335K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
Q3 2021 Filed on Nov 15, 2021
8,324
$24.17 - $25.21 $201K - $210K
TROX
Tronox Holdings PLC

Basic Materials
Q3 2021 Filed on Nov 15, 2021
13,591
$17.39 - $25.08 $236K - $341K
VMEO
Vimeo, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
4,693
$29.37 - $51.67 $138K - $242K
VVOS
Vivos Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
12,330
$2.71 - $5.9 $33.4K - $72.7K
ABC
Amerisourcebergen Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,919
$114.32 - $125.85 $219K - $242K
Discovery Inc
Q2 2021 Filed on Aug 16, 2021
15,495
N/A
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Aug 16, 2021
38,728
$25.69 - $29.33 $995K - $1.14M
Ishares Gold Trust
Q2 2021 Filed on Aug 16, 2021
43,177
N/A
VNLA
Janus Henderson Short Duration

ETFs
Q2 2021 Filed on Aug 16, 2021
13,811
$50.14 - $50.26 $692K - $694K
Seagate Technology PLC
Q2 2021 Filed on Aug 16, 2021
4,564
N/A
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,612
$483.33 - $606.83 $779K - $978K
TRTN
Triton International LTD

Industrials
Q2 2021 Filed on Aug 16, 2021
5,324
$48.74 - $57.5 $259K - $306K
BCLI
Brainstorm Cell Therapeutics Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
10,000
$3.01 - $4.01 $30.1K - $40.1K
MASI
Masimo Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
984
$208.49 - $248.2 $205K - $244K
Colony Credit
Q2 2021 Filed on Aug 16, 2021
17,680
N/A
Colony Capital
Q2 2021 Filed on Aug 16, 2021
32,804
N/A
HTRB
Hartford Fds Total Return Bd E

ETFs
Q2 2021 Filed on Aug 16, 2021
6,200
$40.39 - $40.96 $250K - $254K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q2 2021 Filed on Aug 16, 2021
15,499
$13.74 - $14.97 $213K - $232K
XSMO
Invesco S&P Smallcap Momentum

ETFs
Q2 2021 Filed on Aug 16, 2021
26,310
$47.53 - $56.13 $1.25M - $1.48M
Fs Kkr
Q2 2021 Filed on Aug 16, 2021
235,489
N/A
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,382
$86.24 - $95.92 $205K - $228K
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