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
KNSL
Kinsale Capital Group, Inc.

Financial Services
482
+ 59.65%
$370.41 - $491.09 $179K - $237K
1.29K $600K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.93K
+ 100.17%
$90.01 - $95.32 $264K - $280K
5.86K $554K
LAMR
Lamar Advertising CO

Real Estate
2.15K
New
$110.9 - $135.58 $238K - $291K
2.15K $287K
BR
Broadridge Financial Solutions, Inc.

Technology
1.34K
New
$196.56 - $218.55 $263K - $293K
1.34K $287K
GM
General Motors CO

Consumer Cyclical
6.69K
+ 79.19%
$39.95 - $49.9 $267K - $334K
15.1K $678K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
13K
New
$19.84 - $22.08 $258K - $288K
13K $286K
GLDM
World Gold Trust

ETFs
3.74K
+ 25.33%
$46.2 - $53.01 $173K - $198K
18.5K $964K
UFPI
Ufp Industries Inc

Basic Materials
2.17K
New
$107.65 - $135.34 $234K - $294K
2.17K $284K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.79K
New
$43.59 - $49.35 $252K - $286K
5.79K $284K
EXR
Extra Space Storage Inc.

Real Estate
1.57K
New
$151.92 - $183.06 $239K - $288K
1.57K $283K
JKHY
Henry Jack & Associates Inc

Technology
1.6K
New
$160.87 - $177.06 $257K - $283K
1.6K $282K
EXP
Eagle Materials Inc

Basic Materials
978
New
$212.39 - $292.18 $208K - $286K
978 $281K
TER
Teradyne, Inc

Technology
2.11K
New
$114.25 - $163.0 $240K - $343K
2.11K $281K
STWD
Starwood Property Trust, Inc.

Real Estate
13.8K
New
$18.75 - $21.11 $258K - $291K
13.8K $280K
IWB
Ishares Tr Russell 1000 ETF

ETFs
694
+ 18.72%
$283.28 - $314.39 $197K - $218K
4.4K $1.38M
VFH
Vanguard Financial ETF

ETFs
116
+ 0.44%
$99.27 - $111.21 $11.5K - $12.9K
26.6K $2.93M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
953
+ 4.06%
$178.94 - $207.0 $171K - $197K
24.4K $4.9M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
11.6K
+ 48.07%
$24.05 - $24.42 $278K - $282K
35.6K $863K
PARA
Paramount Global

Communication Services
25.2K
+ 68.13%
$9.98 - $11.95 $251K - $301K
62.1K $659K
SMG
Scotts Miracle Gro CO

Basic Materials
3.18K
New
$61.06 - $86.7 $194K - $276K
3.18K $275K
PAYX
Paychex Inc

Industrials
997
+ 11.0%
$116.17 - $135.19 $116K - $135K
10.1K $1.35M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.67K
+ 19.38%
$46.13 - $52.38 $169K - $192K
22.6K $1.16M
SPG
Simon Property Group Inc

Real Estate
1.2K
+ 29.61%
$146.09 - $170.11 $176K - $205K
5.27K $890K
PSQ
Proshares Short Qqq

ETFs
6.93K
New
$38.66 - $44.77 $268K - $310K
6.93K $273K
AJG
Arthur J. Gallagher & Co.

Financial Services
964
New
$259.22 - $299.75 $250K - $289K
964 $271K
PKG
Packaging Corp Of America

Consumer Cyclical
1.24K
New
$176.32 - $215.7 $219K - $268K
1.24K $267K
BAC
Bank Of America Corp

Financial Services
6.94K
+ 5.42%
$36.65 - $44.13 $254K - $306K
135K $5.35M
GNOM
Global X Fds Genomics & Biotec

ETFs
20.5K
+ 45.73%
$10.32 - $11.8 $211K - $242K
65.2K $733K
HLI
Houlihan Lokey, Inc.

Financial Services
1.69K
New
$134.11 - $161.99 $226K - $273K
1.69K $266K
BLOK
Amplify ETF Tr Trnsformational

ETFs
7.07K
New
$31.4 - $40.35 $222K - $285K
7.07K $265K
EVRG
Evergy, Inc.

Utilities
3.31K
+ 50.36%
$52.46 - $62.01 $173K - $205K
9.87K $612K
ROLL
Rbc Bearings Inc

Industrials
1.07K
New
N/A
1.07K $263K
PCG
Pg&E Corp

Utilities
13.2K
New
$17.08 - $20.6 $226K - $272K
13.2K $261K
AON
Aon PLC

Financial Services
754
New
$293.16 - $351.06 $221K - $265K
754 $260K
TSCO
Tractor Supply CO

Consumer Cyclical
671
+ 22.27%
$251.95 - $290.93 $169K - $195K
3.68K $1.07M
HLNE
Hamilton Lane Inc

Financial Services
1.52K
New
$123.12 - $168.4 $188K - $257K
1.52K $256K
EXPGY
Experian Group LTD

Industrials
4.88K
New
$43.16 - $52.68 $210K - $257K
4.88K $256K
THO
Thor Industries Inc

Consumer Cyclical
2.34K
New
$91.4 - $109.97 $214K - $257K
2.34K $256K
ENB
Enbridge Inc

Energy
4.29K
+ 27.06%
$35.27 - $41.18 $151K - $177K
20.2K $818K
FITB
Fifth Third Bancorp

Financial Services
4.68K
+ 57.73%
$36.01 - $43.64 $169K - $204K
12.8K $548K
GD
General Dynamics Corp

Industrials
504
+ 6.08%
$279.51 - $308.09 $141K - $155K
8.8K $2.66M
OMC
Omnicom Group Inc.

Communication Services
2.44K
New
$87.69 - $103.9 $214K - $253K
2.44K $251K
HII
Huntington Ingalls Industries, Inc.

Industrials
937
New
$241.93 - $282.86 $227K - $265K
937 $247K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
5.1K
+ 1.95%
$23.57 - $24.19 $120K - $123K
267K $6.45M
MET
Metlife Inc

Financial Services
1.93K
+ 27.04%
$67.96 - $82.48 $131K - $159K
9.05K $746K
WDC
Western Digital Corp

Technology
3.61K
New
$56.25 - $80.24 $203K - $290K
3.61K $246K
PHM
Pultegroup Inc

Consumer Cyclical
1.72K
New
$103.95 - $144.98 $178K - $249K
1.72K $246K
EIX
Edison International

Utilities
2.82K
New
$71.19 - $87.72 $201K - $247K
2.82K $245K
ICLR
Icon PLC

Healthcare
853
New
$280.48 - $346.2 $239K - $295K
853 $245K
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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