Iht Wealth Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$45.78 - $52.4 $53,654 - $61,412	-1,172 Reduced 3.62%	31,185 $1.62 Million
Q4 2023 Feb 14, 2024	SELL	$39.3 - $47.31 $5,030 - $6,055	-128 Reduced 0.39%	32,357 $1.52 Million
Q3 2023 Nov 14, 2023	SELL	$40.24 - $43.99 $48,609 - $53,139	-1,208 Reduced 3.59%	32,485 $1.32 Million
Q2 2023 Aug 14, 2023	SELL	$36.62 - $42.17 $15,929 - $18,343	-435 Reduced 1.27%	33,693 $1.42 Million
Q4 2022 Feb 14, 2023	SELL	$32.33 - $38.21 $40,865 - $48,297	-1,264 Reduced 3.57%	34,128 $1.13 Million
Q3 2022 Nov 22, 2022	SELL	N/A	-404 Reduced 1.13%	35,392 $1.22 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-100 Reduced 0.28%	35,796 $1.29 Million
Q1 2022 May 16, 2022	SELL	N/A	-1,631 Reduced 4.35%	35,896 $1.64 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-4,589 Reduced 10.9%	37,527 $1.9 Million
Q3 2021 Nov 15, 2021	SELL	N/A	-7,590 Reduced 15.27%	42,116 $2.05 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-6,109 Reduced 10.95%	49,706 $2.47 Million
Q1 2021 May 18, 2021	SELL	N/A	-6,819 Reduced 10.89%	55,815 $2.55 Million
Q4 2020 Feb 17, 2021	SELL	N/A	-6,494 Reduced 9.39%	62,634 $2.76 Million
Q3 2020 Nov 19, 2020	SELL	N/A	-8,743 Reduced 11.23%	69,128 $2.73 Million
Q2 2020 Aug 14, 2020	SELL	N/A	-934 Reduced 1.19%	77,871 $2.79 Million
Q1 2020 May 13, 2020	SELL	N/A	-390 Reduced 0.49%	78,805 $2.3 Million
Q4 2019 Feb 18, 2020	BUY	N/A	77 Added 0.1%	79,195 $2.73 Million
Q3 2019 Nov 15, 2019	BUY	N/A	371 Added 0.47%	79,118 $2.51 Million
Q2 2019 Aug 12, 2019	BUY	N/A	45 Added 0.06%	78,747 $2.5 Million
Q1 2019 May 16, 2019	BUY	N/A	10,592 Added 15.55%	78,702 $2.39 Million
Q4 2018 Feb 15, 2019	BUY	N/A	2,458 Added 3.74%	68,110 $1.82 Million
Q3 2018 Nov 14, 2018	BUY	N/A	4,080 Added 6.63%	65,652 $2.06 Million
Q2 2018 Aug 13, 2018	BUY	N/A	3,149 Added 5.39%	61,572 $1.83 Million
Q1 2018 May 15, 2018	BUY	N/A	12,254 Added 26.54%	58,423 $1.61 Million
Q4 2017 Feb 14, 2018	BUY	N/A	31,296 Added 210.42%	46,169 $1.33 Million
Q3 2017 Nov 14, 2017	BUY	N/A	14,873	14,873 $394,000

Others Institutions Holding CACG

# of Institutions

Shares Held

3.62K

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

3.62K
Shares

$0
0.01% of portfolio

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