Iht Wealth Management, LLC Wisdomtree Tr Intl Efficient C Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding NTSI
# of Institutions
27Shares Held
9.39MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC3.15MShares$136 Million6.8% of portfolio
-
Sym Financial Corp2.39MShares$103 Million11.05% of portfolio
-
Cwm, LLC874KShares$37.9 Million0.11% of portfolio
-
Stenger Family Office, LLC Naperville, IL796KShares$34.5 Million10.3% of portfolio
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Wj Interests, LLC Sugar Land, TX728KShares$31.5 Million16.57% of portfolio