Iht Wealth Management, LLC First Tr Exchange Trded Fd Vi Call Options Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FID
# of Institutions
69Shares Held
4.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC895KShares$17.4 Million0.01% of portfolio
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Wagner Wealth Management, LLC Greenville, SC695KShares$13.5 Million4.42% of portfolio
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Envestnet Asset Management Inc269KShares$5.25 Million0.0% of portfolio
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Hobart Private Capital, LLC Charlotte, NC260KShares$5.06 Million1.07% of portfolio
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Entruity Wealth, LLC Bakersfield, CA236KShares$4.6 Million3.86% of portfolio