Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 975 | 2,242,859,324 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $77,779,953 | 403,989 | 0.00 | 0.00 | -3,051 | -0.75 | 12-31-2023 |
INVESCO QQQ | UNIT SER 1 | 2 | $74,844,292 | 182,761 | 0.00 | 0.00 | 25,328 | 16.09 | 12-31-2023 |
WISDOMTREE FLOATING | FLOATNG RAT TREA | 3 | $73,774,921 | 1,468,450 | 0.00 | 0.00 | 405,112 | 38.10 | 12-31-2023 |
SPDR PORTFOLIO | PORTFOLIO S&P500 | 4 | $50,845,649 | 909,581 | 0.00 | 0.00 | 4,087 | 0.45 | 12-31-2023 |