A detailed history of Iht Wealth Management, LLC transactions in Global X Fds Global X Social M stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,233 shares of SOCL stock, worth $263,219. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,233
Holding current value
$263,219
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$38.23 - $41.47 $238,287 - $258,482
6,233 New
6,233 $251,000
Q2 2018

Aug 13, 2018

SELL
$33.09 - $38.0 $1,985 - $2,280
-60 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$33.94 - $38.73 $33 - $38
1 Added 1.69%
60 $2,000
Q4 2017

Feb 14, 2018

BUY
$31.37 - $34.68 $1,850 - $2,046
59
59 $2,000

Others Institutions Holding SOCL

About GLOBAL X FDS GLOBAL X SOCIAL M


  • Ticker SOCL
  • Sector ETFs
  • Industry ETFs
More about SOCL
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.