Iht Wealth Management, LLC Closed Holding Positions

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
Q3 2019 Filed on Nov 15, 2019
9,605
$43.19 - $45.21 $415K - $434K
Transenterix Inc
Q3 2019 Filed on Nov 15, 2019
10,370
N/A
Applied Dna
Q2 2019 Filed on Aug 12, 2019
10,954
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 12, 2019
12,060
N/A
Spdr Series Trust
Q2 2019 Filed on Aug 12, 2019
14,166
N/A
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q2 2019 Filed on Aug 12, 2019
10,978
$9.79 - $10.37 $107K - $114K
Novavax Inc
Q2 2019 Filed on Aug 12, 2019
233,855
N/A
WB
Weibo Corp

Communication Services
Q2 2019 Filed on Aug 12, 2019
3,755
$41.11 - $72.32 $154K - $272K
Caesars Entertainment
Q2 2019 Filed on Aug 12, 2019
15,325
N/A
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
Q2 2019 Filed on Aug 12, 2019
11,714
N/A
Presbia PLC
Q2 2019 Filed on Aug 12, 2019
15,000
N/A
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q2 2019 Filed on Aug 12, 2019
11,535
$10.7 - $11.19 $123K - $129K
China New
Q2 2019 Filed on Aug 12, 2019
14,000
N/A
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q2 2019 Filed on Aug 12, 2019
10,991
$23.92 - $26.77 $263K - $294K
Royal Gold Inc
Q2 2019 Filed on Aug 12, 2019
15,000
N/A
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
1,821
$153.43 - $172.29 $279K - $314K
Ishares Ibonds
Q1 2019 Filed on May 16, 2019
8,364
N/A
Loxo Oncology
Q1 2019 Filed on May 16, 2019
1,514
N/A
Obsidian Energy LTD Com Npv Isin #Ca6744821043 Sedol #Bdhltz4
Q1 2019 Filed on May 16, 2019
99,304
N/A
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2019 Filed on May 16, 2019
8,258
N/A
Invesco Bulletshares
Q1 2019 Filed on May 16, 2019
46,418
N/A
Absolute Wbi
Q1 2019 Filed on May 16, 2019
13,879
N/A
INTT
Intest Corp

Technology
Q1 2019 Filed on May 16, 2019
17,900
$6.6 - $7.74 $118K - $139K
Invesco Bulletshares
Q1 2019 Filed on May 16, 2019
11,474
N/A
Oppenheimer S&P Ultra Dividend Revenue ETF
Q1 2019 Filed on May 16, 2019
6,098
N/A
Spdr Series
Q1 2019 Filed on May 16, 2019
44,217
N/A
Aetna Inc
Q4 2018 Filed on Feb 15, 2019
2,094
N/A
AB
Alliancebernstein Holding L.P.

Financial Services
Q4 2018 Filed on Feb 15, 2019
7,637
$23.68 - $30.85 $181K - $236K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2018 Filed on Feb 15, 2019
8,585
$37.25 - $46.28 $320K - $397K
Amerigas Partners
Q4 2018 Filed on Feb 15, 2019
7,835
N/A
Apptio Inc
Q4 2018 Filed on Feb 15, 2019
15,477
N/A
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q4 2018 Filed on Feb 15, 2019
12,934
$8.43 - $9.46 $109K - $122K
BMO
Bank Of Montreal

Financial Services
Q4 2018 Filed on Feb 15, 2019
2,830
$63.51 - $83.41 $180K - $236K
Express Scripts
Q4 2018 Filed on Feb 15, 2019
2,289
N/A
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q4 2018 Filed on Feb 15, 2019
12,187
$16.04 - $18.62 $195K - $227K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q4 2018 Filed on Feb 15, 2019
6,225
N/A
Momo Inc
Q4 2018 Filed on Feb 15, 2019
5,491
N/A
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q4 2018 Filed on Feb 15, 2019
10,035
N/A
Calithera Biosciences
Q4 2018 Filed on Feb 15, 2019
13,480
N/A
Vaneck Vectors
Q4 2018 Filed on Feb 15, 2019
32,959
N/A
CO
Global Cord Blood Corp

Healthcare
Q4 2018 Filed on Feb 15, 2019
21,442
$5.71 - $7.01 $122K - $150K
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2018 Filed on Feb 15, 2019
12,831
$61.12 - $70.46 $784K - $904K
Mobile Telesystem
Q4 2018 Filed on Feb 15, 2019
22,788
N/A
American Intl
Q3 2018 Filed on Nov 14, 2018
11,337
N/A
Amtrust Financial
Q3 2018 Filed on Nov 14, 2018
14,658
N/A
Ctrip Com
Q3 2018 Filed on Nov 14, 2018
4,633
N/A
BWX
Spdr Bloomberg International T

ETFs
Q3 2018 Filed on Nov 14, 2018
71,767
N/A
JPIN
Jp Morgan Diversified Return I

ETFs
Q3 2018 Filed on Nov 14, 2018
4,850
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q3 2018 Filed on Nov 14, 2018
4,287
N/A
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