Iht Wealth Management, LLC First Tr Exchange Traded Fd Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Iht Wealth Management, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,699 shares of FXD stock, worth $609,970. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,699
Previous 10,691
9.28%
Holding current value
$609,970
Previous $689,000
15.67%
% of portfolio
0.02%
Previous 0.03%
Shares
27 transactions
Others Institutions Holding FXD
# of Institutions
136Shares Held
21.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.2MShares$765 Million0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$112 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL394KShares$24.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC355KShares$22.4 Million0.0% of portfolio