Iht Wealth Management, LLC Wiswisdomtree Tr Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 57,027 shares of DNL stock, worth $2.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

57,027

Previous 63,671 10.43%

Holding current value

$2.15 Million

Previous $2.51 Million 18.22%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$35.98 - $39.39 $239,051 - $261,707	-6,644 Reduced 10.43%	57,027 $2.05 Million
Q3 2024 Nov 14, 2024	SELL	$36.65 - $40.81 $8,356 - $9,304	-228 Reduced 0.36%	63,671 $2.51 Million
Q2 2024 Aug 14, 2024	BUY	$37.04 - $39.97 $185,459 - $200,129	5,007 Added 8.5%	63,899 $2.5 Million
Q1 2024 May 15, 2024	BUY	$35.41 - $39.06 $20,821 - $22,967	588 Added 1.01%	58,892 $2.29 Million
Q4 2023 Feb 14, 2024	BUY	$31.84 - $37.1 $54,287 - $63,255	1,705 Added 3.01%	58,304 $2.16 Million
Q3 2023 Nov 14, 2023	BUY	$33.17 - $36.65 $551,617 - $609,489	16,630 Added 41.61%	56,599 $1.89 Million
Q2 2023 Aug 14, 2023	BUY	$34.59 - $36.52 $1.38 Million - $1.46 Million	39,969 New	39,969 $1.43 Million

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.8M

Call Options Held

Put Options Held

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Wiswisdomtree Tr Transaction History