Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IHT WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 975 | 2,242,859,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP | COM | 101 | $4,999,082 | 9,495 | 0.00 | 0.00 | -66 | -0.69 | 12-31-2023 |
| FIRST TRUST | SMID RISNG ETF | 102 | $4,986,254 | 152,158 | 0.00 | 0.00 | 81,132 | 114.23 | 12-31-2023 |
| SECTOR FINANCIAL | SBI INT-FINL | 103 | $4,913,616 | 130,681 | 0.00 | 0.00 | -4,765 | -3.52 | 12-31-2023 |
| FIRST TRUST | CAP STRENGTH ETF | 104 | $4,858,472 | 60,701 | 0.00 | 0.00 | -1,569 | -2.52 | 12-31-2023 |
