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
ROP
Roper Technologies Inc

Industrials
137
+ 34.6%
$515.25 - $576.55 $70.6K - $79K
533 $296K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
1.04K
+ 2.01%
$20.56 - $22.25 $21.4K - $23.1K
52.6K $1.17M
TOST
Toast, Inc.

Technology
583
+ 2.7%
$22.71 - $28.31 $13.2K - $16.5K
22.2K $627K
ULCC
Frontier Group Holdings, Inc.

Industrials
13.4K
New
$2.84 - $5.36 $37.9K - $71.6K
13.4K $71K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.94K
+ 33.98%
$11.72 - $12.38 $57.9K - $61.2K
19.5K $241K
BAH
Booz Allen Hamilton Holding Corp

Industrials
268
+ 9.11%
$138.82 - $162.76 $37.2K - $43.6K
3.21K $522K
HRB
H&R Block Inc

Consumer Cyclical
288
+ 5.44%
$52.99 - $66.6 $15.3K - $19.2K
5.59K $354K
SNPS
Synopsys Inc

Technology
241
+ 39.06%
$463.97 - $621.3 $112K - $150K
858 $434K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
247
+ 1.06%
$26.74 - $30.37 $6.6K - $7.5K
23.6K $717K
BAX
Baxter International Inc

Healthcare
887
+ 12.86%
$32.85 - $40.26 $29.1K - $35.7K
7.79K $295K
DFS
Discover Financial Services

Financial Services
290
+ 12.5%
$123.41 - $144.72 $35.8K - $42K
2.61K $366K
DIS
Walt Disney CO

Communication Services
1.87K
+ 4.99%
$85.6 - $98.61 $160K - $184K
39.3K $3.78M
NI
Nisource Inc.

Utilities
139
+ 1.41%
$28.54 - $34.64 $3.97K - $4.81K
9.99K $346K
FDUS
Fidus Investment Corp

Financial Services
2.89K
+ 5.55%
$18.76 - $20.34 $54.2K - $58.7K
54.9K $1.08M
LYG
Lloyds Banking Group PLC

Financial Services
20K
New
$2.73 - $3.17 $54.5K - $63.3K
20K $62K
TTC
Toro CO

Industrials
885
+ 40.93%
$81.82 - $99.44 $72.4K - $88K
3.05K $264K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
669
+ 15.29%
$233.4 - $302.36 $156K - $202K
5.05K $1.37M
AMCR
Amcor PLC

Consumer Cyclical
1.83K
+ 7.11%
$9.5 - $11.44 $17.4K - $20.9K
27.6K $312K
VOX
Vanguard Communication Service

ETFs
323
+ 17.32%
$129.82 - $145.39 $41.9K - $47K
2.19K $318K
CCL
Carnival Corp

Consumer Cyclical
3.48K
+ 19.54%
$14.01 - $19.18 $48.8K - $66.8K
21.3K $393K
IXC
Ishares Tr Global Energy ETF

ETFs
1.85K
+ 12.94%
$38.94 - $42.35 $72K - $78.3K
16.1K $653K
EMR
Emerson Electric CO

Industrials
643
+ 4.24%
$98.19 - $118.87 $63.1K - $76.4K
15.8K $1.73M
ROK
Rockwell Automation, Inc

Industrials
285
+ 10.65%
$248.27 - $294.37 $70.8K - $83.9K
2.96K $795K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.23K
+ 15.04%
$6.71 - $8.78 $28.4K - $37.1K
32.3K $266K
PHO
Invesco Exchange Traded Fd Tr

ETFs
151
+ 1.86%
$63.82 - $70.54 $9.64K - $10.7K
8.25K $582K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
489
+ 12.43%
$69.16 - $76.64 $33.8K - $37.5K
4.42K $332K
CDW
Cdw Corp

Technology
231
+ 16.45%
$206.67 - $239.84 $47.7K - $55.4K
1.64K $369K
FDX
Fedex Corp

Industrials
539
+ 15.26%
$254.64 - $313.52 $137K - $169K
4.07K $1.11M
TDG
Trans Digm Group Inc

Industrials
20
+ 11.9%
$1202.03 - $1427.41 $24K - $28.5K
188 $268K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
157
+ 1.9%
$39.15 - $46.02 $6.15K - $7.23K
8.41K $384K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
64
+ 0.31%
$38.51 - $41.69 $2.46K - $2.67K
20.9K $870K
WYNN
Wynn Resorts LTD

Consumer Cyclical
112
+ 1.68%
$73.55 - $97.62 $8.24K - $10.9K
6.77K $648K
ATO
Atmos Energy Corp

Utilities
39
+ 1.8%
$114.08 - $138.75 $4.45K - $5.41K
2.2K $305K
REXR
Rexford Industrial Realty, Inc.

Real Estate
296
+ 4.81%
$44.45 - $52.25 $13.2K - $15.5K
6.45K $324K
HUM
Humana Inc

Healthcare
299
+ 38.19%
$310.25 - $404.52 $92.8K - $121K
1.08K $342K
ASML
Asml Holding Nv

Technology
302
+ 28.2%
$749.82 - $1098.95 $226K - $332K
1.37K $1.14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
948
+ 16.57%
$50.63 - $51.11 $48K - $48.5K
6.67K $340K
KOMP
Spdr S&P Kensho New Economies

ETFs
147
+ 1.22%
$44.44 - $50.42 $6.53K - $7.41K
12.2K $602K
CSGP
Costar Group, Inc.

Real Estate
565
+ 16.1%
$71.59 - $79.61 $40.4K - $45K
4.07K $307K
BOTZ
Global X Fds

ETFs
689
+ 3.86%
$27.68 - $32.27 $19.1K - $22.2K
18.6K $596K
COLL
Collegium Pharmaceutical, Inc

Healthcare
52
+ 0.81%
$31.4 - $39.07 $1.63K - $2.03K
6.45K $249K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
614
+ 3.57%
$31.31 - $33.23 $19.2K - $20.4K
17.8K $592K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
411
+ 10.65%
$57.85 - $64.92 $23.8K - $26.7K
4.27K $276K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
264
+ 7.83%
$60.7 - $67.83 $16K - $17.9K
3.63K $246K
ELV
Elevance Health, Inc.

Healthcare
135
+ 9.85%
$500.12 - $562.29 $67.5K - $75.9K
1.51K $783K
ADBE
Adobe Inc.

Technology
406
+ 9.02%
$508.13 - $586.55 $206K - $238K
4.91K $2.54M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
783
+ 12.95%
$31.67 - $39.16 $24.8K - $30.7K
6.83K $245K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
262
+ 2.76%
$39.43 - $44.82 $10.3K - $11.7K
9.76K $437K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.36K
+ 12.48%
$11.31 - $11.96 $26.7K - $28.2K
21.3K $254K
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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