Iht Wealth Management, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Iht Wealth Management, LLC holds 26,361 shares of XME stock, worth $1.59 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,361

Previous 28,122 6.26%

Holding current value

$1.59 Million

Previous $1.67 Million 0.66%

% of portfolio

0.05%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$54.2 - $65.22 $95,446 - $114,852	-1,761 Reduced 6.26%	26,361 $1.68 Million
Q2 2024 Aug 14, 2024	SELL	$57.95 - $65.15 $19,413 - $21,825	-335 Reduced 1.18%	28,122 $1.67 Million
Q1 2024 May 15, 2024	SELL	$54.61 - $60.28 $53,627 - $59,194	-982 Reduced 3.34%	28,457 $1.72 Million
Q4 2023 Feb 14, 2024	SELL	$48.56 - $61.4 $79,881 - $101,003	-1,645 Reduced 5.29%	29,439 $1.76 Million
Q3 2023 Nov 14, 2023	SELL	$49.55 - $53.9 $99,496 - $108,231	-2,008 Reduced 6.07%	31,084 $1.63 Million
Q2 2023 Aug 14, 2023	SELL	$44.52 - $53.48 $142,642 - $171,349	-3,204 Reduced 8.83%	33,092 $1.68 Million
Q1 2023 May 15, 2023	SELL	$49.12 - $59.08 $10,069 - $12,111	-205 Reduced 0.56%	36,296 $1.93 Million
Q3 2022 Nov 22, 2022	SELL	$40.94 - $53.45 $138,049 - $180,233	-3,372 Reduced 8.46%	36,501 $1.55 Million
Q2 2022 Aug 15, 2022	SELL	$43.4 - $65.85 $26,474 - $40,168	-610 Reduced 1.51%	39,873 $1.73 Million
Q1 2022 May 16, 2022	BUY	$41.02 - $63.33 $934,148 - $1.44 Million	22,773 Added 128.59%	40,483 $2.48 Million
Q4 2021 Feb 14, 2022	SELL	$40.28 - $47.31 $48,698 - $57,197	-1,209 Reduced 6.39%	17,710 $793,000
Q3 2021 Nov 15, 2021	BUY	$39.41 - $46.28 $479,698 - $563,320	12,172 Added 180.41%	18,919 $790,000
Q2 2021 Aug 16, 2021	BUY	$39.17 - $47.76 $264,279 - $322,236	6,747 New	6,747 $291,000
Q2 2018 Aug 13, 2018	SELL	N/A	-2,070 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1,654 Added 397.6%	2,070 $70,000
Q4 2017 Feb 14, 2018	BUY	N/A	416	416 $16,000

Others Institutions Holding XME

# of Institutions

324

Shares Held

22.9M

Call Options Held

10.1M

Put Options Held

13.1M

View Full List

About SPDR SER TR SPDR S&P METALS &

Ticker XME
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Iht Wealth Management, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History