Iht Wealth Management, LLC ETF Ser Solutions Defiance Nex Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,192 shares of FIVG stock, worth $514,502. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,192
Previous 13,884 12.19%
Holding current value
$514,502
Previous $497,000 4.23%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$34.4 - $40.37 $58,204 - $68,306
-1,692 Reduced 12.19%
12,192 $476,000
Q4 2023

Feb 14, 2024
SELL
$28.82 - $36.11 $5,562 - $6,969
-193 Reduced 1.37%
13,884 $497,000
Q3 2023

Nov 14, 2023
SELL
$30.65 - $34.46 $16,213 - $18,229
-529 Reduced 3.62%
14,077 $439,000
Q2 2023

Aug 14, 2023
SELL
$29.87 - $33.86 $36,859 - $41,783
-1,234 Reduced 7.79%
14,606 $491,000
Q1 2023

May 15, 2023
SELL
$29.95 - $34.23 $66,129 - $75,579
-2,208 Reduced 12.23%
15,840 $519,000
Q4 2022

Feb 14, 2023
SELL
$29.13 - $32.43 $43,199 - $48,093
-1,483 Reduced 7.59%
18,048 $539,000
Q3 2022

Nov 22, 2022
BUY
N/A
2,554 Added 15.04%
19,531 $557,000
Q2 2022

Aug 15, 2022
BUY
N/A
331 Added 1.99%
16,977 $535,000
Q1 2022

May 16, 2022
SELL
N/A
-661 Reduced 3.82%
16,646 $625,000
Q4 2021

Feb 14, 2022
SELL
N/A
-5,638 Reduced 24.57%
17,307 $722,000
Q3 2021

Nov 15, 2021
BUY
N/A
15 Added 0.07%
22,945 $833,000
Q2 2021

Aug 16, 2021
BUY
N/A
3,414 Added 17.49%
22,930 $872,000
Q1 2021

May 18, 2021
BUY
N/A
1,027 Added 5.55%
19,516 $687,000
Q4 2020

Feb 17, 2021
BUY
N/A
7,681 Added 71.07%
18,489 $621,000
Q3 2020

Nov 19, 2020
BUY
N/A
10,808 New
10,808 $308,000

Others Institutions Holding FIVG

# of Institutions
171
Shares Held
2.96M
Call Options Held
15.9K
Put Options Held
0
View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

FIVG Quotes by TradingView
  • Ticker FIVG
  • Sector ETFs
  • Industry ETFs
More about FIVG
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