Iht Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,764 shares of SPYX stock, worth $260,590. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,764

Previous 6,138 6.09%

Holding current value

$260,590

Previous $290,000 4.48%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$46.53 - $49.91 $17,402 - $18,666	-374 Reduced 6.09%	5,764 $277,000
Q3 2024 Nov 14, 2024	BUY	$42.38 - $47.25 $17,163 - $19,136	405 Added 7.06%	6,138 $290,000
Q2 2024 Aug 14, 2024	SELL	$40.47 - $44.95 $12,707 - $14,114	-314 Reduced 5.19%	5,733 $255,000
Q1 2024 May 15, 2024	BUY	$38.19 - $42.8 $34,065 - $38,177	892 Added 17.3%	6,047 $258,000
Q4 2023 Feb 14, 2024	SELL	$33.41 - $38.98 $170,090 - $198,447	-5,091 Reduced 49.69%	5,155 $200,000
Q3 2023 Nov 14, 2023	BUY	$34.55 - $37.33 $46,089 - $49,798	1,334 Added 14.97%	10,246 $355,000
Q2 2023 Aug 14, 2023	BUY	$32.81 - $36.17 $38,420 - $42,355	1,171 Added 15.13%	8,912 $322,000
Q1 2023 May 15, 2023	BUY	$31.18 - $96.11 $163,695 - $504,577	5,250 Added 210.76%	7,741 $257,000
Q4 2022 Feb 14, 2023	BUY	$28.84 - $98.94 $71,840 - $246,459	2,491 New	2,491 $232,000

Others Institutions Holding SPYX

# of Institutions

231

Shares Held

21M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
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Iht Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History