Iht Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Iht Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$47.09 - $55.78 $190,337 - $225,462	4,042 New	4,042 $201,000
Q3 2021 Nov 15, 2021	SELL	$49.81 - $54.23 $1.05 Million - $1.14 Million	-21,052 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$50.97 - $54.49 $344,302 - $368,079	6,755 Added 47.25%	21,052 $1.1 Million
Q1 2021 May 18, 2021	BUY	$42.79 - $52.29 $611,768 - $747,590	14,297 New	14,297 $728,000
Q2 2018 Aug 13, 2018	SELL	N/A	-20,327 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	384 Added 1.93%	20,327 $766,000
Q4 2017 Feb 14, 2018	BUY	N/A	19,943	19,943 $805,000

154

7.41M

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

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