Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 1023 | 2,680,988,099 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INVESCO S&P | S&P 500 REVENUE | 301 | $1,774,047 | 19,154 | 0.00 | 0.00 | 2,108 | 12.37 | 06-30-2024 |
SPDR SER TR | PORTFOLIO SH TSR | 302 | $1,772,647 | 61,401 | 0.00 | 0.00 | 253 | 0.41 | 06-30-2024 |
ENTERPRISE PRODUCTS | COM | 303 | $1,767,353 | 60,985 | 0.00 | 0.00 | -222 | -0.36 | 06-30-2024 |
EATON VANCE | COM | 304 | $1,748,194 | 199,111 | 0.00 | 0.00 | 7,644 | 3.99 | 06-30-2024 |