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 EXCHANGE | S&P MIDCP LOW | 1501 | $200,882 | 3,637 | 0.00 | 0.00 | -156 | -4.11 | 06-30-2024 |
| C3.AI INC COM CL A | COM CL A | 1502 | $200,749 | 6,932 | 0.00 | 6,932 | +Inf | 06-30-2024 | |
| NUVEEN PFD | COM | 1503 | $200,647 | 10,316 | 0.00 | 0.00 | -1,020 | -9.00 | 06-30-2024 |
| INVESTMENT MANAGERS SER TR I | TRADR 1.25X NVDA | 1504 | $200,500 | 5,000 | 0.00 | 5,000 | +Inf | 06-30-2024 |
