Iht Wealth Management, LLC First Tr Exche Trd Fd Vi Dorse Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding FVC
# of Institutions
56Shares Held
2.39MCall Options Held
0Put Options Held
0-
Prospera Financial Services Inc323KShares$11.9 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$11 Million0.0% of portfolio
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Morgan Stanley New York, NY273KShares$10.1 Million0.0% of portfolio
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Ubs Group Ag217KShares$8 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA193KShares$7.14 Million0.0% of portfolio