Iht Wealth Management, LLC Two Rds Shared Tr Leadershares Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Iht Wealth Management, LLC holds 44,509 shares of SQEW stock, worth $1.61 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

44,509

Previous 56,875 21.74%

Holding current value

$1.61 Million

Previous $1.87 Million 18.64%

% of portfolio

0.04%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$30.82 - $34.49 $381,120 - $426,503	-12,366 Reduced 21.74%	44,509 $1.52 Million
Q2 2024 Aug 14, 2024	SELL	$30.73 - $32.99 $47,938 - $51,464	-1,560 Reduced 2.67%	56,875 $1.87 Million
Q1 2024 May 15, 2024	BUY	$30.09 - $32.82 $118,945 - $129,737	3,953 Added 7.26%	58,435 $1.92 Million
Q4 2023 Feb 14, 2024	BUY	$27.34 - $31.37 $638,389 - $732,489	23,350 Added 75.0%	54,482 $1.7 Million
Q3 2023 Nov 14, 2023	BUY	$28.41 - $31.5 $42,700 - $47,344	1,503 Added 5.07%	31,132 $893,000
Q2 2023 Aug 14, 2023	BUY	$28.16 - $30.33 $47,139 - $50,772	1,674 Added 5.99%	29,629 $887,000
Q1 2023 May 15, 2023	BUY	$27.6 - $30.31 $66,598 - $73,138	2,413 Added 9.45%	27,955 $810,000
Q4 2022 Feb 14, 2023	SELL	$26.46 - $29.87 $21,538 - $24,314	-814 Reduced 3.09%	25,542 $707,000
Q3 2022 Nov 22, 2022	BUY	$26.7 - $31.94 $53,934 - $64,518	2,020 Added 8.3%	26,356 $704,000
Q2 2022 Aug 15, 2022	BUY	$27.09 - $33.11 $333,613 - $407,749	12,315 Added 102.45%	24,336 $679,000
Q1 2022 May 16, 2022	BUY	$30.16 - $35.27 $362,553 - $423,980	12,021 New	12,021 $393,000

Others Institutions Holding SQEW

# of Institutions

Shares Held

2.97M

Call Options Held

Put Options Held

View Full List

About TWO RDS SHARED TR LEADERSHARES

Ticker SQEW
Sector ETFs
Industry ETFs

More about SQEW

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.

Account

Iht Wealth Management, LLC Two Rds Shared Tr Leadershares Transaction History