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 |
|---|---|---|---|---|---|---|---|---|---|
| CHEMED CORP NEW | COM | 951 | $356,872 | 658 | 0.00 | 0.00 | -6 | -0.90 | 06-30-2024 |
| ISHARES 3-7YR | 3 7 YR TREAS BD | 952 | $352,206 | 3,050 | 0.00 | 0.00 | -804 | -20.86 | 06-30-2024 |
| INVESCO ULTRA | ULTRA SHRT DUR | 953 | $351,877 | 7,052 | 0.00 | 0.00 | 957 | 15.70 | 06-30-2024 |
| MORGAN STANLEY | COM | 954 | $351,586 | 47,900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
