Iht Wealth Management, LLC Closed Holding Positions

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FTV
Fortive Corp

Technology
Q2 2022 Filed on Aug 15, 2022
3,873
$53.56 - $63.67 $207K - $247K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
7,878
$31.71 - $43.0 $250K - $339K
Renewable Energy
Q2 2022 Filed on Aug 15, 2022
4,401
N/A
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
3,856
$66.98 - $86.23 $258K - $333K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
1,985
$78.73 - $174.71 $156K - $347K
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
2,294
$45.58 - $90.9 $105K - $209K
X
United States Steel Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
10,194
$17.91 - $37.83 $183K - $386K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q2 2022 Filed on Aug 15, 2022
4,623
$49.95 - $50.17 $231K - $232K
AINV
Apollo Investment Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
10,270
$10.07 - $13.59 $103K - $140K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
9,227
$18.9 - $23.24 $174K - $214K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
28,891
$9.56 - $11.34 $276K - $328K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
Q2 2022 Filed on Aug 15, 2022
42,882
$9.0 - $11.37 $386K - $488K
Absolute Wbi
Q2 2022 Filed on Aug 15, 2022
8,913
N/A
KLDO
Kaleido Biosciences, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
18,890
$0.05 - $1.7 $945 - $32.1K
Advaxis Inc
Q2 2022 Filed on Aug 15, 2022
58,016
N/A
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q2 2022 Filed on Aug 15, 2022
7,980
$32.43 - $36.31 $259K - $290K
Draftkings Inc
Q2 2022 Filed on Aug 15, 2022
13,375
N/A
RXT
Rackspace Technology, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
98,490
$6.07 - $11.77 $598K - $1.16M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
Q2 2022 Filed on Aug 15, 2022
1,250
$155.84 - $194.88 $195K - $244K
FSLY
Fastly, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
12,274
$10.04 - $19.69 $123K - $242K
EEFT
Euronet Worldwide, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
1,610
$97.26 - $140.18 $157K - $226K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,501
$106.09 - $155.76 $159K - $234K
MFM
Mfs Municipal Income Trust

Financial Services
Q2 2022 Filed on Aug 15, 2022
14,800
$5.04 - $6.18 $74.6K - $91.5K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q2 2022 Filed on Aug 15, 2022
5,429
$32.66 - $40.41 $177K - $219K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
2,661
$30.3 - $108.64 $80.6K - $289K
COW
Barclays Bank PLC

ETFs
Q2 2022 Filed on Aug 15, 2022
16,875
$35.55 - $40.04 $600K - $676K
FCPI
Fidelity Covington Tr Stocks F

ETFs
Q2 2022 Filed on Aug 15, 2022
8,965
$28.63 - $34.7 $257K - $311K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Aug 15, 2022
3,167
$63.81 - $76.73 $202K - $243K
Global X
Q2 2022 Filed on Aug 15, 2022
71,037
N/A
PDN
Invesco Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
6,017
$28.89 - $35.0 $174K - $211K
PDI
Pimco Dynamic Income Fund

Financial Services
Q2 2022 Filed on Aug 15, 2022
26,245
$19.73 - $24.11 $518K - $633K
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
2,593
$54.53 - $129.12 $141K - $335K
AMRK
A Mark Precious Metals, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,697
$30.37 - $44.17 $81.9K - $119K
DAC
Danaos Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
2,019
$62.02 - $104.34 $125K - $211K
FCTR
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 15, 2022
8,202
$26.48 - $33.07 $217K - $271K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q2 2022 Filed on Aug 15, 2022
47,146
$30.14 - $35.25 $1.42M - $1.66M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
Q2 2022 Filed on Aug 15, 2022
12,055
$13.16 - $17.11 $159K - $206K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
64,582
$74.17 - $88.24 $4.79M - $5.7M
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,201
$28.0 - $113.85 $61.6K - $251K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 16, 2022
378
$378.09 - $648.05 $143K - $245K
Bhp Group
Q1 2022 Filed on May 16, 2022
3,524
N/A
Cerner Corp
Q1 2022 Filed on May 16, 2022
3,072
N/A
EA
Electronic Arts Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
1,760
$119.13 - $139.01 $210K - $245K
Enviva Partners
Q1 2022 Filed on May 16, 2022
3,442
N/A
EQC
Equity Commonwealth

Real Estate
Q1 2022 Filed on May 16, 2022
9,737
$25.21 - $28.8 $245K - $280K
FRI
First Tr S&P Reit Index Fd

ETFs
Q1 2022 Filed on May 16, 2022
447,529
$28.66 - $32.52 $12.8M - $14.6M
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q1 2022 Filed on May 16, 2022
1,738
$106.27 - $122.54 $185K - $213K
Ihs Markit
Q1 2022 Filed on May 16, 2022
2,794
N/A
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2022 Filed on May 16, 2022
7,864
$67.88 - $85.29 $534K - $671K
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