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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES FLOATING | FLTG RATE NT ETF | 1101 | $292,273 | 5,721 | 0.00 | 0.00 | -1,306 | -18.59 | 06-30-2024 |
| CARRIER GLOBAL CORPORATION COM | COM | 1102 | $289,294 | 4,586 | 0.00 | 0.00 | 946 | 25.99 | 06-30-2024 |
| UNUM GROUP | COM | 1103 | $288,121 | 5,637 | 0.00 | 0.00 | 7 | 0.12 | 06-30-2024 |
| BLOCK (H & R) INC COM | COM | 1104 | $287,302 | 5,298 | 0.00 | 0.00 | 9 | 0.17 | 06-30-2024 |
