Iht Wealth Management, LLC Wisdomtree Tr Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,913 shares of DTH stock, worth $227,118. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,913
Previous 6,160 4.01%
Holding current value
$227,118
Previous $236,000 3.81%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$37.62 - $41.83 $9,292 - $10,332
-247 Reduced 4.01%
5,913 $245,000
Q2 2024

Aug 14, 2024
BUY
$38.08 - $41.21 $8,187 - $8,860
215 Added 3.62%
6,160 $236,000
Q1 2024

May 15, 2024
BUY
$37.09 - $39.82 $5,637 - $6,052
152 Added 2.62%
5,945 $235,000
Q4 2023

Feb 14, 2024
BUY
$34.66 - $39.12 $3,500 - $3,951
101 Added 1.77%
5,793 $225,000
Q3 2023

Nov 14, 2023
BUY
$35.8 - $38.54 $7,159 - $7,708
200 Added 3.64%
5,692 $206,000
Q2 2023

Aug 14, 2023
BUY
$36.15 - $39.0 $198,535 - $214,188
5,492 New
5,492 $202,000

Others Institutions Holding DTH

# of Institutions
79
Shares Held
5.45M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email