A detailed history of Iht Wealth Management, LLC transactions in Two Rds Shared Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 66,227 shares of LSAF stock, worth $2.73 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
66,227
Previous 62,718 5.59%
Holding current value
$2.73 Million
Previous $2.37 Million 15.66%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$36.68 - $41.38 $128,710 - $145,202
3,509 Added 5.59%
66,227 $2.74 Million
Q2 2024

Aug 14, 2024

SELL
$36.43 - $38.95 $77,231 - $82,574
-2,120 Reduced 3.27%
62,718 $2.37 Million
Q1 2024

May 15, 2024

BUY
$33.9 - $39.17 $111,022 - $128,281
3,275 Added 5.32%
64,838 $2.54 Million
Q4 2023

Feb 14, 2024

BUY
$30.14 - $34.87 $702,111 - $812,296
23,295 Added 60.87%
61,563 $2.12 Million
Q3 2023

Nov 14, 2023

SELL
$31.32 - $33.13 $176,143 - $186,323
-5,624 Reduced 12.81%
38,268 $1.21 Million
Q2 2023

Aug 14, 2023

BUY
$28.97 - $31.77 $47,481 - $52,071
1,639 Added 3.88%
43,892 $1.39 Million
Q1 2023

May 15, 2023

BUY
$28.55 - $32.86 $104,921 - $120,760
3,675 Added 9.53%
42,253 $1.29 Million
Q4 2022

Feb 14, 2023

SELL
$27.56 - $32.09 $53,108 - $61,837
-1,927 Reduced 4.76%
38,578 $1.16 Million
Q3 2022

Nov 22, 2022

BUY
$26.4 - $31.41 $75,741 - $90,115
2,869 Added 7.62%
40,505 $1.09 Million
Q2 2022

Aug 15, 2022

BUY
$27.25 - $33.27 $477,801 - $583,356
17,534 Added 87.23%
37,636 $1.04 Million
Q1 2022

May 16, 2022

BUY
$30.61 - $35.4 $615,322 - $711,610
20,102 New
20,102 $653,000

Others Institutions Holding LSAF

About TWO RDS SHARED TR


  • Ticker LSAF
  • Sector ETFs
  • Industry ETFs
More about LSAF
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.