Iht Wealth Management, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$155.84 - $194.88 $194,800 - $243,600	-1,250 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$178.34 - $204.72 $40,126 - $46,062	-225 Reduced 15.25%	1,250 $242,000
Q4 2021 Feb 14, 2022	SELL	$183.29 - $203.85 $27,493 - $30,577	-150 Reduced 9.23%	1,475 $299,000
Q3 2021 Nov 15, 2021	BUY	$177.11 - $192.05 $17,711 - $19,205	100 Added 6.56%	1,625 $298,000
Q2 2021 Aug 16, 2021	BUY	$168.26 - $181.61 $23,556 - $25,425	140 Added 10.11%	1,525 $277,000
Q1 2021 May 18, 2021	SELL	$157.42 - $169.83 $46,438 - $50,099	-295 Reduced 17.56%	1,385 $230,000
Q4 2020 Feb 17, 2021	BUY	$143.17 - $162.31 $240,525 - $272,680	1,680 New	1,680 $272,000

Others Institutions Holding MMTM

# of Institutions

33

Shares Held

235K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.51 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.14 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.67 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
Sector ETFs
Industry ETFs

More about MMTM

Track This Portfolio

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.