Lake Hills Wealth Management, LLC Ishares Tr Transaction History

Lake Hills Wealth Management, LLC

$149 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$93.07 - $114.11 $1.79 Million - $2.19 Million	19,220 New	19,220 $0

Others Institutions Holding ITA

# of Institutions

662

Shares Held

24.1M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.35 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$268 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$133 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$105 Million
0.02% of portfolio

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lake Hills Wealth Management, LLC with notifications on news.