Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IHT WEALTH MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 1010 | 2,494,703,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Hf Sinclair Corp | COM | 1101 | $288,775 | 4,783 | 0.00 | 0.00 | -111 | -2.27 | 03-31-2024 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 35,767 | +Inf | 12-31-2023 | |
| VANGUARD LONG | LONG TERM BOND | 1103 | $287,878 | 3,980 | 0.00 | 0.00 | 51 | 1.30 | 03-31-2024 |
| SCHWAB FUNDAMENTAL | SCHWAB FDT US SC | 1104 | $286,622 | 5,026 | 0.00 | 0.00 | 6 | 0.12 | 03-31-2024 |
