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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES S&P | S&P SML 600 GWT | 501 | $979,153 | 7,624 | 0.00 | 0.00 | 840 | 12.38 | 06-30-2024 |
DNP SELECT | COM | 502 | $978,809 | 119,077 | 0.00 | 0.00 | -1,461 | -1.21 | 06-30-2024 |
Ollies Bargain Outlet Holdings Inc | COM | 503 | $974,451 | 9,926 | 0.00 | 0.00 | -107 | -1.07 | 06-30-2024 |
VERTEX PHARMACEUTICALS | COM | 504 | $967,438 | 2,064 | 0.00 | 0.00 | -51 | -2.41 | 06-30-2024 |