Iht Wealth Management, LLC First Tr Exchange Traded Fd Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 15, 2019	SELL	$23.23 - $25.12 $535,660 - $579,242	-23,059 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$22.81 - $24.56 $525,975 - $566,329	23,059 New	23,059 $564,000

Others Institutions Holding EDOW

# of Institutions

72

Shares Held

4.64M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

922K
Shares

$33.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

916K
Shares

$32.8 Million
0.0% of portfolio
Gratus Wealth Advisors, LLC Virginia Beach, VA

456K
Shares

$16.4 Million
2.7% of portfolio
Vestmark Advisory Solutions, Inc.

343K
Shares

$12.3 Million
0.52% of portfolio
Pom Investment Strategies, LLC Raleigh, NC

220K
Shares

$7.89 Million
5.89% of portfolio

About FIRST TR EXCHANGE TRADED FD

Ticker EDOW
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