A detailed history of Iht Wealth Management, LLC transactions in Triple Point Venture Growth Bdc Corp. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 20,571 shares of TPVG stock, worth $165,185. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,571
Previous 21,228 3.09%
Holding current value
$165,185
Previous $230,000 15.22%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$9.01 - $11.48 $5,919 - $7,542
-657 Reduced 3.09%
20,571 $195,000
Q4 2023

Feb 14, 2024

SELL
$9.2 - $10.99 $51,602 - $61,642
-5,609 Reduced 20.9%
21,228 $230,000
Q3 2023

Nov 14, 2023

BUY
$10.12 - $12.62 $12,771 - $15,926
1,262 Added 4.93%
26,837 $280,000
Q2 2023

Aug 14, 2023

BUY
$9.81 - $12.27 $3,443 - $4,306
351 Added 1.39%
25,575 $301,000
Q1 2023

May 15, 2023

SELL
$10.75 - $12.72 $1,494 - $1,768
-139 Reduced 0.55%
25,224 $304,000
Q4 2022

Feb 14, 2023

BUY
$10.43 - $13.31 $9,939 - $12,684
953 Added 3.9%
25,363 $264,000
Q3 2022

Nov 22, 2022

BUY
$10.46 - $14.47 $40,469 - $55,984
3,869 Added 18.84%
24,410 $265,000
Q2 2022

Aug 15, 2022

BUY
$12.17 - $17.88 $2,494 - $3,665
205 Added 1.01%
20,541 $262,000
Q1 2022

May 16, 2022

SELL
$15.8 - $18.07 $18,896 - $21,611
-1,196 Reduced 5.55%
20,336 $355,000
Q4 2021

Feb 14, 2022

BUY
$15.9 - $19.05 $30,718 - $36,804
1,932 Added 9.86%
21,532 $387,000
Q3 2021

Nov 15, 2021

SELL
$15.02 - $16.2 $13,322 - $14,369
-887 Reduced 4.33%
19,600 $310,000
Q2 2021

Aug 16, 2021

BUY
$14.17 - $16.71 $23,493 - $27,705
1,658 Added 8.81%
20,487 $311,000
Q1 2021

May 18, 2021

BUY
$12.83 - $15.13 $35,474 - $41,834
2,765 Added 17.21%
18,829 $272,000
Q4 2020

Feb 17, 2021

BUY
$10.49 - $13.56 $11,580 - $14,970
1,104 Added 7.38%
16,064 $209,000
Q3 2020

Nov 19, 2020

SELL
$9.58 - $12.48 $32,533 - $42,382
-3,396 Reduced 18.5%
14,960 $165,000
Q2 2020

Aug 14, 2020

SELL
$4.69 - $11.55 $43,063 - $106,052
-9,182 Reduced 33.34%
18,356 $189,000
Q1 2020

May 13, 2020

BUY
$2.9 - $14.42 $79,860 - $397,097
27,538 New
27,538 $158,000

Others Institutions Holding TPVG

About TriplePoint Venture Growth BDC Corp.


  • Ticker TPVG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • TriplePoint Venture Growth BDC Corp. is a business development company specializing investments in venture capital-backed companies at the growth stage investments. It also provides debt financing to venture growth space companies which includes growth capital loans, secured and customized loans, equipment financings, revolving loans and direct ...
More about TPVG
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