Iht Wealth Management, LLC Two Rds Shared Tr Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
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 62,844 shares of LSAF stock, worth $2.57 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
62,844
Previous 63,349
0.8%
Holding current value
$2.57 Million
Previous $2.57 Million
3.27%
% of portfolio
0.08%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding LSAF
# of Institutions
28Shares Held
3.26MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.63MShares$66.7 Million6.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC766KShares$31.3 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA152KShares$6.23 Million0.18% of portfolio
-
Mariner, LLC Overland Park, KS141KShares$5.76 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA92.4KShares$3.78 Million0.02% of portfolio