Iht Wealth Management, LLC Spdr Euro Stoxx 50 ETF Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 18, 2020	SELL	$36.38 - $40.93 $230,030 - $258,800	-6,323 Closed	0 $0
Q3 2019 Nov 15, 2019	SELL	$37.38 - $38.14 $4,485 - $4,576	-120 Reduced 1.86%	6,323 $239,000
Q2 2019 Aug 12, 2019	SELL	N/A	-12,468 Reduced 65.93%	6,443 $247,000
Q1 2019 May 16, 2019	SELL	N/A	-9,232 Reduced 32.8%	18,911 $692,000
Q4 2018 Feb 15, 2019	SELL	N/A	-40,290 Reduced 58.88%	28,143 $936,000
Q3 2018 Nov 14, 2018	BUY	N/A	5,571 Added 8.86%	68,433 $2.62 Million
Q2 2018 Aug 13, 2018	BUY	N/A	851 Added 1.37%	62,862 $2.41 Million
Q1 2018 May 15, 2018	BUY	N/A	8,785 Added 16.51%	62,011 $2.46 Million
Q4 2017 Feb 14, 2018	BUY	N/A	980 Added 1.88%	53,226 $2.24 Million
Q3 2017 Nov 14, 2017	BUY	N/A	52,246	52,246 $2.15 Million

Others Institutions Holding FEZ

# of Institutions

277

Shares Held

32.1M

Call Options Held

1.39M

Put Options Held

2.78M

Jpmorgan Chase & CO New York, NY

11.2M
Shares

$555 Million
0.05% of portfolio
Morgan Stanley New York, NY

3.11M
Shares

$155 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.5M
Shares

$124 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.05M
Shares

$52.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.04M
Shares

$51.5 Million
0.01% of portfolio

About SPDR EURO STOXX 50 ETF

Ticker FEZ
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