Iht Wealth Management, LLC Sprott ETF Trj R Gold Miners E Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$22.28 - $31.28 $153,553 - $215,581	-6,892 Reduced 22.11%	24,279 $701,000
Q3 2022 Nov 22, 2022	SELL	$21.77 - $29.72 $202,243 - $276,098	-9,290 Reduced 22.96%	31,171 $755,000
Q2 2022 Aug 15, 2022	SELL	$28.11 - $45.99 $24,764 - $40,517	-881 Reduced 2.13%	40,461 $1.14 Million
Q1 2022 May 16, 2022	BUY	$36.59 - $44.96 $49,140 - $60,381	1,343 Added 3.36%	41,342 $1.79 Million
Q4 2021 Feb 14, 2022	BUY	$36.95 - $47.02 $62,445 - $79,463	1,690 Added 4.41%	39,999 $1.63 Million
Q3 2021 Nov 15, 2021	BUY	$35.85 - $45.48 $54,061 - $68,583	1,508 Added 4.1%	38,309 $1.42 Million
Q2 2021 Aug 16, 2021	BUY	$42.35 - $51.59 $122,730 - $149,507	2,898 Added 8.55%	36,801 $1.62 Million
Q1 2021 May 18, 2021	BUY	$39.58 - $52.8 $1.34 Million - $1.79 Million	33,903 New	33,903 $1.4 Million

Others Institutions Holding SGDJ

# of Institutions

31

Shares Held

499K

Call Options Held

0

Put Options Held

0

One Plus One Wealth Management, LLC

325K
Shares

$12 Million
7.12% of portfolio
Cambridge Investment Research Advisors, Inc.

24.6K
Shares

$912,726
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

15.9K
Shares

$590,910
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

15.9K
Shares

$589,761
0.0% of portfolio
Ubs Group Ag

15.2K
Shares

$564,567
0.0% of portfolio

About SPROTT ETF TRJ R GOLD MINERS E

Ticker SGDJ
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