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
FCX
Freeport Mcmoran Inc

Basic Materials
6.12K
+ 18.87%
$39.52 - $51.92 $242K - $318K
38.6K $1.93M
PLD
Prologis, Inc.

Real Estate
1.78K
+ 20.35%
$111.95 - $132.43 $199K - $236K
10.5K $1.33M
HAS
Hasbro, Inc.

Consumer Cyclical
4.79K
New
$56.54 - $72.32 $271K - $346K
4.79K $346K
SHEL
Shell PLC

Energy
5.82K
+ 96.0%
$65.65 - $73.28 $382K - $426K
11.9K $782K
CHTR
Charter Communications, Inc.

Communication Services
1.07K
New
$290.56 - $383.07 $310K - $408K
1.07K $345K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
2.25K
New
$132.24 - $158.02 $298K - $356K
2.25K $345K
SDG
Ishares Trust Ishares Msci Glo

ETFs
4.06K
New
$74.95 - $85.33 $305K - $347K
4.06K $344K
RBLX
Roblox Corp

Communication Services
5.87K
+ 49.99%
$36.18 - $47.64 $212K - $280K
17.6K $779K
DELL
Dell Technologies Inc.

Technology
3.72K
+ 71.33%
$87.89 - $145.97 $327K - $543K
8.94K $1.06M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.82K
+ 23.9%
$127.29 - $141.5 $232K - $258K
9.45K $1.32M
FTC
First Tr Lge Cap Growth

ETFs
139
+ 0.39%
$115.51 - $131.45 $16.1K - $18.3K
35.5K $4.67M
MGM
Mgm Resorts International

Consumer Cyclical
9.56K
+ 124.5%
$34.07 - $46.78 $326K - $447K
17.2K $674K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.28K
+ 39.79%
$156.14 - $187.2 $200K - $240K
4.51K $833K
IYR
Ishares Tr

ETFs
3.24K
New
$86.93 - $103.61 $282K - $336K
3.24K $330K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.02K
New
$37.98 - $41.19 $304K - $330K
8.02K $330K
MTB
M&T Bank Corp

Financial Services
1.56K
+ 82.28%
$146.49 - $179.85 $228K - $280K
3.45K $613K
PR
Permian Resources Corporation

Energy
24K
New
$12.9 - $16.79 $310K - $403K
24K $326K
IMKTA
Ingles Markets Inc

Consumer Defensive
4.37K
New
$67.82 - $81.05 $296K - $354K
4.37K $325K
C
Citigroup Inc

Financial Services
5.29K
+ 41.88%
$56.11 - $67.61 $297K - $357K
17.9K $1.12M
TRU
Trans Union

Industrials
3.05K
New
$72.72 - $106.05 $222K - $323K
3.05K $319K
BMI
Badger Meter Inc

Technology
702
+ 13.55%
$184.77 - $219.63 $130K - $154K
5.88K $1.28M
APP
App Lovin Corp

Technology
2.42K
New
$67.14 - $130.65 $162K - $316K
2.42K $315K
IYJ
Ishares Tr

ETFs
904
+ 6.67%
$118.32 - $133.67 $107K - $121K
14.5K $1.93M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
12.4K
New
$24.39 - $25.28 $303K - $314K
12.4K $312K
HPQ
Hp Inc

Technology
8.49K
+ 114.11%
$32.02 - $38.11 $272K - $324K
15.9K $571K
EPD
Enterprise Products Partners L.P.

Energy
10.4K
+ 16.97%
$27.88 - $30.0 $289K - $311K
71.3K $2.08M
DVY
Ishares Tr

ETFs
1.44K
+ 17.51%
$119.99 - $135.74 $172K - $195K
9.64K $1.3M
SWK
Stanley Black & Decker, Inc.

Industrials
2.81K
New
$77.75 - $110.17 $218K - $309K
2.81K $309K
VT
Vanguard Total World Stk Index

ETFs
2.36K
+ 69.92%
$107.72 - $119.96 $254K - $283K
5.73K $686K
RING
Ishares Inc Msci Global Gold M

ETFs
9.3K
New
$27.51 - $34.67 $256K - $322K
9.3K $306K
WELL
Welltower Inc.

Real Estate
1.44K
+ 28.23%
$104.0 - $129.74 $150K - $187K
6.55K $838K
EXAS
Exact Sciences Corp

Healthcare
4.48K
New
$42.43 - $70.83 $190K - $317K
4.48K $305K
PEG
Public Service Enterprise Group Inc

Utilities
2.11K
+ 27.84%
$73.58 - $89.21 $155K - $188K
9.67K $862K
AES
Aes Corp

Utilities
15.2K
New
$16.18 - $20.07 $246K - $305K
15.2K $304K
DIAL
Columbia ETF Tr I Diversified

ETFs
16.4K
New
$17.48 - $18.51 $287K - $304K
16.4K $303K
AXP
American Express CO

Financial Services
426
+ 9.04%
$225.92 - $271.17 $96.2K - $116K
5.14K $1.39M
OHI
Omega Healthcare Investors Inc

Real Estate
6.25K
+ 86.87%
$33.55 - $41.29 $210K - $258K
13.4K $546K
SRE
Sempra Energy

Utilities
3.09K
+ 55.58%
$74.97 - $84.04 $231K - $259K
8.64K $722K
TFC
Truist Financial Corp

Financial Services
6.08K
+ 64.9%
$38.22 - $44.94 $232K - $273K
15.4K $660K
PCAR
Paccar Inc

Industrials
3.01K
New
$91.64 - $109.98 $276K - $331K
3.01K $297K
NTRS
Northern Trust Corp

Financial Services
3.3K
New
$82.48 - $92.62 $272K - $305K
3.3K $296K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.6K
New
$19.78 - $23.53 $250K - $298K
12.6K $292K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.02K
+ 66.13%
$42.66 - $45.18 $257K - $272K
15.1K $682K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.18K
New
$44.9 - $47.55 $277K - $294K
6.18K $291K
EUSB
Ishares Tr Esg Advanced Total

Technology
6.59K
New
$42.09 - $44.64 $277K - $294K
6.59K $291K
ENSG
Ensign Group, Inc

Healthcare
2.03K
New
$124.14 - $153.65 $252K - $312K
2.03K $291K
PEY
Invesco Exchange Traded Fd Tr

ETFs
9.65K
+ 28.1%
$19.4 - $21.93 $187K - $212K
44K $964K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.01K
+ 90.24%
$80.13 - $88.89 $242K - $268K
6.35K $560K
DTE
Dte Energy CO

Utilities
2.25K
New
$108.67 - $128.41 $245K - $289K
2.25K $289K
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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