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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB INTL | EQTY ETF | 201 | $2,897,506 | 75,417 | 0.00 | 0.00 | 17,938 | 31.21 | 06-30-2024 |
| ARES CAPITAL | COM | 202 | $2,873,449 | 137,882 | 0.00 | 0.00 | -8,981 | -6.12 | 06-30-2024 |
| RYDER SYSTEM | COM | 203 | $2,851,335 | 23,017 | 0.00 | 0.00 | 438 | 1.94 | 06-30-2024 |
| ACCENTURE PLC | SHS CLASS A | 204 | $2,828,000 | 9,315 | 0.00 | 0.00 | 1,104 | 13.45 | 06-30-2024 |
