Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 1023 | 2,680,988,099 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INFORMATION | INF TECH ETF | 101 | $6,019,073 | 10,439 | 0.00 | 0.00 | 498 | 5.01 | 06-30-2024 |
SPDR SERIES | S&P 400 MDCP VAL | 102 | $5,909,102 | 81,013 | 0.00 | 0.00 | -50,467 | -38.38 | 06-30-2024 |
FRANKLIN FTSE | FRANKLIN INDIA | 103 | $5,875,681 | 147,408 | 0.00 | 0.00 | 4,291 | 3.00 | 06-30-2024 |
BOEING COMPANY | COM | 104 | $5,791,659 | 31,821 | 0.00 | 0.00 | -732 | -2.25 | 06-30-2024 |