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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CONV BD ETF | 401 | $1,291,644 | 16,427 | 0.00 | 16,427 | +Inf | 06-30-2024 | |
| SPDR SERIES | S&P 400 MDCP GRW | 402 | $1,283,593 | 15,270 | 0.00 | 0.00 | -20,667 | -57.51 | 06-30-2024 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 403 | $1,282,537 | 42,024 | 0.00 | 42,024 | +Inf | 06-30-2024 | |
| INVESCO DYNAMIC | DYNMC LRG GWTH | 404 | $1,277,032 | 13,520 | 0.00 | 0.00 | -318 | -2.30 | 06-30-2024 |
