Iht Wealth Management, LLC First Tr ETF Fd Ii First Tr In Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$13.16 - $17.11 $158,643 - $206,261	-12,055 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$13.9 - $16.6 $167,564 - $200,113	12,055 New	12,055 $200,000

Others Institutions Holding FTRI

# of Institutions

76

Shares Held

9.36M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.18M
Shares

$29.1 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

1.55M
Shares

$20.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

710K
Shares

$9.5 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

477K
Shares

$6.37 Million
0.02% of portfolio
Financial Partners Group, Inc Overland Park, KS

413K
Shares

$5.52 Million
0.86% of portfolio

About FIRST TR ETF FD II FIRST TR IN

Ticker FTRI
Sector ETFs
Industry ETFs

More about FTRI

Track This Portfolio

Portfolio Update

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

News

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