Iht Wealth Management, LLC Two Rds Shared Tr Leadershares Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Iht Wealth Management, LLC holds 100,895 shares of DYLD stock, worth $2.26 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
100,895
Previous 94,616
6.64%
Holding current value
$2.26 Million
Previous $2.14 Million
6.11%
% of portfolio
0.09%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding DYLD
# of Institutions
27Shares Held
2.85MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC962KShares$21.6 Million0.01% of portfolio
-
Redwood Investment Management, LLC Scottsdale, AZ723KShares$16.2 Million1.55% of portfolio
-
Perennial Investment Advisors, LLC Los Angeles, CA131KShares$2.94 Million0.45% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA125KShares$2.8 Million0.01% of portfolio
-
Private Advisor Group, LLC124KShares$2.78 Million0.02% of portfolio