Iht Wealth Management, LLC Spdr S&P Kensho New Economies Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,059 shares of KOMP stock, worth $574,731. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,059

Previous 12,058 0.01%

Holding current value

$574,731

Previous $579,000 4.15%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$43.76 - $48.01 $43 - $48	1 Added 0.01%	12,059 $555,000
Q1 2024 May 15, 2024	SELL	$43.0 - $48.08 $12,470 - $13,943	-290 Reduced 2.35%	12,058 $579,000
Q4 2023 Feb 14, 2024	SELL	$36.42 - $47.69 $9,105 - $11,922	-250 Reduced 1.98%	12,348 $576,000
Q3 2023 Nov 14, 2023	BUY	$38.8 - $47.87 $15,481 - $19,100	399 Added 3.27%	12,598 $499,000
Q2 2023 Aug 14, 2023	BUY	$40.03 - $44.6 $56,202 - $62,618	1,404 Added 13.01%	12,199 $544,000
Q1 2023 May 15, 2023	BUY	$39.25 - $46.32 $11,500 - $13,571	293 Added 2.79%	10,795 $460,000
Q4 2022 Feb 14, 2023	SELL	$37.67 - $42.95 $10,660 - $12,154	-283 Reduced 2.62%	10,502 $413,000
Q3 2022 Nov 22, 2022	BUY	$38.59 - $48.63 $33,110 - $41,724	858 Added 8.64%	10,785 $416,000
Q2 2022 Aug 15, 2022	BUY	$39.65 - $53.22 $59,792 - $80,255	1,508 Added 17.91%	9,927 $402,000
Q1 2022 May 16, 2022	BUY	$46.39 - $59.58 $109,387 - $140,489	2,358 Added 38.9%	8,419 $438,000
Q4 2021 Feb 14, 2022	BUY	$56.76 - $68.61 $344,022 - $415,845	6,061 New	6,061 $357,000

Others Institutions Holding KOMP

# of Institutions

143

Shares Held

38.6M

Call Options Held

27K

Put Options Held

View Full List

About SPDR S&P KENSHO NEW ECONOMIES

Ticker KOMP
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Iht Wealth Management, LLC Spdr S&P Kensho New Economies Transaction History