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 |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COMPANIES | COM | 251 | $2,333,216 | 10,581 | 0.00 | 0.00 | -6 | -0.06 | 06-30-2024 |
| SPDR INDEX | MSCI EAFE STRTGC | 252 | $2,325,365 | 31,113 | 0.00 | 0.00 | -2,592 | -7.69 | 06-30-2024 |
| SCHWAB US | US LCAP VA ETF | 253 | $2,303,463 | 31,094 | 0.00 | 0.00 | -11,795 | -27.50 | 06-30-2024 |
| US FOODS | COM | 254 | $2,296,294 | 43,343 | 0.00 | 0.00 | 855 | 2.01 | 06-30-2024 |
