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 58,435 shares of SQEW stock, worth $1.96 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
58,435
Previous 54,482
7.26%
Holding current value
$1.96 Million
Previous $1.7 Million
12.76%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding SQEW
# of Institutions
23Shares Held
3.22MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.53MShares$51.3 Million4.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC770KShares$25.7 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA132KShares$4.43 Million0.15% of portfolio
-
Perennial Investment Advisors, LLC Los Angeles, CA121KShares$4.04 Million0.6% of portfolio
-
Mariner, LLC Overland Park, KS116KShares$3.89 Million0.01% of portfolio