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
ADSK
Autodesk, Inc.

Technology
168
+ 7.87%
$245.83 - $245.83 $41.3K - $41.3K
2.3K $565K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
405
+ 7.06%
$42.38 - $47.25 $17.2K - $19.1K
6.14K $290K
PPT
Putnam Premier Income Trust

Financial Services
9.18K
+ 88.44%
$3.55 - $3.73 $32.6K - $34.3K
19.6K $72K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
69
+ 2.04%
$72.52 - $82.35 $5K - $5.68K
3.45K $282K
INDA
Ishares Msci India Index Fund

ETFs
132
+ 1.38%
$54.86 - $59.22 $7.24K - $7.82K
9.72K $568K
ARMK
Aramark

Industrials
33
+ 0.5%
$32.37 - $38.91 $1.07K - $1.28K
6.7K $259K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
7
+ 0.31%
$100.88 - $116.06 $706 - $812
2.3K $265K
GRMN
Garmin LTD

Technology
8
+ 0.35%
$161.1 - $183.29 $1.29K - $1.47K
2.3K $404K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1
+ 0.06%
$108.65 - $139.41 $109 - $139
1.81K $252K
MLM
Martin Marietta Materials Inc

Basic Materials
57
+ 13.87%
$502.48 - $593.35 $28.6K - $33.8K
468 $251K
OEF
Ishares S&P 100 ETF

ETFs
98
+ 9.09%
$266.03 - $266.03 $26.1K - $26.1K
1.18K $312K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
47
+ 1.34%
$61.04 - $71.27 $2.87K - $3.35K
3.57K $246K
IYH
Ishares Tr

ETFs
205
+ 5.2%
$60.29 - $66.38 $12.4K - $13.6K
4.15K $269K
APO
Apollo Global Management, Inc.

Financial Services
38
+ 1.2%
$99.16 - $125.81 $3.77K - $4.78K
3.21K $401K
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.51K
+ 96.82%
$31.02 - $58.9 $171K - $325K
11.2K $351K
DOW
Dow Inc.

Basic Materials
97
+ 0.73%
$50.15 - $55.41 $4.86K - $5.37K
13.5K $736K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
13
+ 0.28%
$61.97 - $69.37 $806 - $902
4.72K $325K
PBA
Pembina Pipeline Corp

Energy
22
+ 0.35%
$36.86 - $41.36 $811 - $910
6.25K $257K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
95
+ 2.7%
$169.73 - $204.18 $16.1K - $19.4K
3.61K $713K
SCHO
Schwab Short Term Us Treasury

ETFs
412
+ 9.03%
$47.93 - $49.06 $19.7K - $20.2K
4.98K $243K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
872
+ 8.72%
$14.94 - $15.76 $13K - $13.7K
10.9K $171K
KGC
Kinross Gold Corp

Basic Materials
8
+ 0.04%
$8.02 - $9.84 $64.2 - $78.7
21K $196K
FID
First Tr Exchange Trded Fd Vi

ETFs
8
+ 0.07%
$15.76 - $17.74 $126 - $142
12.1K $211K
LINK
Interlink Electronics Inc

Technology
7.71K
+ 45.99%
$3.5 - $4.68 $27K - $36.1K
24.5K $88K
AIG
American International Group, Inc.

Financial Services
660
+ 2.42%
$70.16 - $79.23 $46.3K - $52.3K
27.9K $2.04M
EGHT
8 X8 Inc

Technology
10K
New
$1.64 - $3.34 $16.4K - $33.4K
10K $20K
DFAT
Dimensional ETF Tr U S Target

ETFs
16
+ 0.34%
$51.0 - $57.07 $816 - $913
4.66K $259K
CAE
Cae Inc

Industrials
802
+ 3.66%
$16.29 - $19.28 $13.1K - $15.5K
22.7K $425K
USA
Liberty All Star Equity Fund

Financial Services
807
+ 2.6%
$6.43 - $7.14 $5.19K - $5.76K
31.9K $227K
KRMA
Global X Fds Global X Consciou

ETFs
2
+ 0.03%
$35.21 - $39.14 $70.4 - $78.3
6.63K $259K
LCID
Lucid Group, Inc.

Consumer Cyclical
705
+ 5.47%
$2.64 - $4.26 $1.86K - $3K
13.6K $47K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
589
+ 2.35%
$25.19 - $25.5 $14.8K - $15K
25.6K $652K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
341
+ 2.9%
$29.62 - $34.42 $10.1K - $11.7K
12.1K $405K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
359
+ 0.57%
$25.97 - $26.11 $9.32K - $9.37K
63.4K $1.66M
KORP
American Centy ETF Tr Diversif

ETFs
9
+ 0.17%
$45.64 - $48.46 $411 - $436
5.46K $263K
SVM
Silvercorp Metals Inc

Basic Materials
50
+ 0.38%
$3.11 - $4.64 $156 - $232
13.3K $57K
SLQT
Select Quote, Inc.

Financial Services
24.6K
+ 35.15%
$1.83 - $4.32 $45K - $106K
94.6K $205K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7
+ 0.54%
$175.46 - $203.3 $1.23K - $1.42K
1.32K $266K
GRIL
Muscle Maker, Inc.

Consumer Cyclical
15K
New
N/A
15K $11K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
185
+ 2.75%
$31.97 - $37.3 $5.91K - $6.9K
6.91K $247K
MPLX
Mplx LP

Energy
25
+ 0.49%
$40.44 - $45.07 $1.01K - $1.13K
5.08K $225K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
151
+ 0.51%
$26.42 - $26.67 $3.99K - $4.03K
29.8K $793K
CSQ
Calamos Strategic Total Return Fund

Financial Services
13
+ 0.1%
$15.71 - $17.51 $204 - $228
12.6K $219K
HTGC
Hercules Capital, Inc.

Financial Services
2.79K
+ 4.72%
$17.71 - $21.67 $49.4K - $60.4K
61.9K $1.22M
LESL
Leslie'S, Inc.

Consumer Cyclical
5.78K
+ 52.59%
$2.5 - $4.09 $14.4K - $23.6K
16.8K $52K
GASS
Stealth Gas Inc.

Industrials
375
+ 3.75%
$7.67 - $7.67 $2.88K - $2.88K
10.4K $79K
GSAT
Globalstar, Inc.

Communication Services
2K
+ 10.08%
$1.07 - $1.48 $2.14K - $2.96K
21.9K $27K
PLUG
Plug Power Inc

Industrials
2.04K
+ 19.29%
$1.61 - $3.34 $3.29K - $6.83K
12.6K $28K
ORCC
Owl Rock Capital Corp

Financial Services
345
+ 3.11%
N/A
11.4K $152K
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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