Iht Wealth Management, LLC Purchases in Q3 2024

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.23K
+ 43.86%
$72.22 - $81.88 $89K - $101K
4.04K $318K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
377
+ 1.75%
$46.17 - $51.13 $17.4K - $19.3K
22K $1.12M
FANG
Diamondback Energy, Inc.

Energy
881
+ 64.68%
$168.46 - $210.94 $148K - $186K
2.24K $386K
DOV
Dover Corp

Industrials
421
+ 15.05%
$172.5 - $193.03 $72.6K - $81.3K
3.22K $617K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
7.24K
+ 67.82%
$12.94 - $14.0 $93.7K - $101K
17.9K $249K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.72K
+ 9.56%
$33.88 - $36.77 $58.1K - $63.1K
19.7K $717K
CAH
Cardinal Health Inc

Healthcare
632
+ 18.68%
$93.74 - $114.66 $59.2K - $72.5K
4.02K $443K
PECO
Phillips Edison & Company, Inc.

Real Estate
10
+ 0.05%
$32.1 - $38.93 $321 - $389
22.1K $832K
FE
Firstenergy Corp

Utilities
1.19K
+ 12.7%
$38.25 - $44.54 $45.4K - $52.9K
10.5K $467K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
103
+ 17.22%
$1024.09 - $1201.76 $105K - $124K
701 $736K
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
1.12K
+ 5.05%
$35.93 - $39.59 $40.2K - $44.3K
23.3K $912K
IGM
Ishares Expanded Tech Sector E

ETFs
568
+ 1.8%
$84.03 - $98.62 $47.7K - $56K
32.1K $3.08M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.94K
+ 30.3%
$50.15 - $51.27 $97.1K - $99.3K
8.33K $427K
WEAT
Teucrium Commodity Tr Wheat Fd

ETFs
20K
New
$4.73 - $5.44 $94.6K - $109K
20K $104K
FTNT
Fortinet, Inc.

Technology
243
+ 4.9%
$55.39 - $77.55 $13.5K - $18.8K
5.21K $403K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
883
+ 0.42%
$50.25 - $50.74 $44.4K - $44.8K
210K $10.7M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
47
+ 0.16%
$30.61 - $34.92 $1.44K - $1.64K
29.8K $1.03M
FIX
Comfort Systems Usa Inc

Industrials
86
+ 11.29%
$292.14 - $396.82 $25.1K - $34.1K
848 $331K
IXN
Ishares Global Information Tec

ETFs
1.23K
+ 24.51%
$73.0 - $87.81 $89.6K - $108K
6.24K $514K
AOS
Smith A O Corp

Industrials
864
+ 30.69%
$76.95 - $91.98 $66.5K - $79.5K
3.68K $330K
USB
Us Bancorp \De\

Financial Services
697
+ 6.37%
$39.04 - $47.23 $27.2K - $32.9K
11.6K $532K
LUV
Southwest Airlines CO

Industrials
2.86K
+ 26.19%
$23.7 - $29.93 $67.7K - $85.5K
13.8K $407K
FDS
Factset Research Systems Inc

Financial Services
132
+ 19.7%
$397.04 - $469.48 $52.4K - $62K
802 $368K
LYB
Lyondell Basell Industries N.V.

Basic Materials
985
+ 27.79%
$92.56 - $99.46 $91.2K - $98K
4.53K $434K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
10.8K
New
$7.86 - $8.77 $85.1K - $94.9K
10.8K $94K
VCIT
Vanguard Intermediate Term Cor

ETFs
783
+ 10.39%
$79.29 - $84.02 $62.1K - $65.8K
8.32K $696K
IDXX
Idexx Laboratories Inc

Healthcare
165
+ 32.93%
$455.08 - $517.19 $75.1K - $85.3K
666 $336K
IXUS
Ishares Tr

ETFs
548
+ 5.3%
$64.9 - $73.35 $35.6K - $40.2K
10.9K $790K
PWR
Quanta Services, Inc.

Industrials
47
+ 2.66%
$239.58 - $298.23 $11.3K - $14K
1.82K $541K
FISV
Fiserv Inc

Technology
735
+ 31.67%
N/A
3.06K $382K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.55K
+ 13.39%
$51.0 - $52.05 $78.9K - $80.5K
13.1K $680K
VIS
Vanguard Industrial ETF

ETFs
203
+ 13.2%
$232.12 - $260.07 $47.1K - $52.8K
1.74K $452K
SOUN
Soundhound Ai, Inc.

Technology
15.7K
+ 67.59%
$3.89 - $6.2 $61.2K - $97.6K
39K $181K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
598
+ 5.53%
$17.83 - $25.84 $10.7K - $15.5K
11.4K $288K
TRGP
Targa Resources Corp.

Energy
332
+ 17.27%
$127.86 - $156.46 $42.4K - $51.9K
2.25K $333K
FTQI
First Trust ETF Vi First Trust

ETFs
3.99K
+ 9.14%
$18.95 - $20.92 $75.7K - $83.5K
47.7K $976K
ILCB
Ishares Morningstar U.S. Equit

ETFs
667
+ 8.72%
$71.38 - $79.23 $47.6K - $52.8K
8.31K $658K
ICE
Intercontinental Exchange, Inc.

Financial Services
250
+ 13.79%
$136.93 - $162.81 $34.2K - $40.7K
2.06K $331K
CYBR
Cyber Ark Software Ltd.

Technology
61
+ 1.75%
$241.52 - $291.61 $14.7K - $17.8K
3.54K $1.03M
RECS
Columbia ETF Tr I

ETFs
1.7K
+ 11.41%
$30.74 - $33.91 $52.3K - $57.6K
16.6K $562K
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 6.85%
$3305.62 - $4268.05 $33.1K - $42.7K
156 $657K
CDNS
Cadence Design Systems Inc

Technology
430
+ 41.51%
$246.84 - $321.11 $106K - $138K
1.47K $397K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
294
+ 1.03%
$29.23 - $33.51 $8.59K - $9.85K
28.9K $954K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
371
+ 8.15%
$113.45 - $126.18 $42.1K - $46.8K
4.93K $621K
FPX
First Trust Us Equity Opportun

ETFs
50
+ 0.74%
$92.33 - $110.55 $4.62K - $5.53K
6.78K $746K
FAST
Fastenal CO

Industrials
549
+ 12.36%
$62.09 - $71.83 $34.1K - $39.4K
4.99K $356K
LHX
L3 Harris Technologies, Inc.

Industrials
137
+ 4.26%
$221.96 - $243.27 $30.4K - $33.3K
3.36K $798K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.5K
+ 19.99%
$39.37 - $41.68 $59.2K - $62.7K
9.03K $373K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
212
+ 1.8%
$39.95 - $45.86 $8.47K - $9.72K
12K $547K
Activity Summary
Buys All Purchases 877 New Holdings 172 Increased Positions 705 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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