Iht Wealth Management, LLC Two Rds Shared Tr Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Two Rds Shared Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 36,965 shares of LSAF stock, worth $1.57 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
36,965
Previous 62,844
41.18%
Holding current value
$1.57 Million
Previous $2.48 Million
36.74%
% of portfolio
0.05%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding LSAF
# of Institutions
29Shares Held
3.13MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.6MShares$68.1 Million7.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC768KShares$32.7 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA152KShares$6.49 Million0.18% of portfolio
-
Mariner, LLC Overland Park, KS131KShares$5.6 Million0.01% of portfolio
-
Private Advisor Group, LLC55.3KShares$2.35 Million0.01% of portfolio