Iht Wealth Management, LLC Pacer Fds Tr Benchmark Indl Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding INDS
# of Institutions
75Shares Held
2.56MCall Options Held
0Put Options Held
500-
Commonwealth Equity Services, LLC332KShares$12.6 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO234KShares$8.88 Million0.01% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA233KShares$8.83 Million0.41% of portfolio
-
Morgan Stanley New York, NY186KShares$7.07 Million0.0% of portfolio
-
Advisory Resource Group179KShares$6.79 Million1.58% of portfolio