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 |
|---|---|---|---|---|---|---|---|---|---|
| FERRARI N V COM | COM | 1251 | $246,149 | 603 | 0.00 | 0.00 | 28 | 4.87 | 06-30-2024 |
| INVESCO DIVIDEND | DIVID ACHIEVEV | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,580 | -30.86 | 06-30-2024 |
| Bentley Systems Inc Cl B | COM CL B | 1253 | $246,109 | 4,986 | 0.00 | 0.00 | -989 | -16.55 | 06-30-2024 |
| Keurig Dr Pepper Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 391 | 5.12 | 06-30-2024 |
