Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
IHT WEALTH MANAGEMENT LLC 08-14-2024 06-30-2024 1023 2,680,988,099
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO S&P S&P SMALLCAP 600 1001 $330,643 8,252 0.00 0.00 -574 -6.50 06-30-2024
SPDR PORTFOLIO PORTFOLIO LN COR 1002 $329,469 14,611 0.00 0.00 -205 -1.38 06-30-2024
INVESCO EXCH TRADED FD TR II KBW REGL BKG 1003 $325,978 6,636 0.00 6,636 +Inf 06-30-2024
Pioneer Natural Resources Co COM Liquidated $0 0 0.00 0.00 183 17.33 06-30-2024
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