Iht Wealth Management, LLC First Tr S&P Reit Index Fd Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding FRI
# of Institutions
80Shares Held
4.51MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC850KShares$22.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY826KShares$22.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL524KShares$14.1 Million0.03% of portfolio
-
Tcp Asset Management, LLC Columbus, OH301KShares$8.08 Million2.02% of portfolio
-
Ubs Group Ag211KShares$5.65 Million0.0% of portfolio