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
Uipath Inc Cl A CL A Liquidated $0 0 0.00 0.00 35 0.38 06-30-2024
ROKU INC COM CL A 1452 $207,250 3,458 0.00 0.00 -345 -9.07 06-30-2024
Docusign Inc COM Liquidated $0 0 0.00 0.00 -339 -8.89 06-30-2024
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 1454 $206,351 1,998 0.00 1,998 +Inf 06-30-2024
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