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
WISDOMTREE CHINA CHINADIV EX FI 1001 $296,282 10,574 0.00 0.00 -117 -1.09 12-31-2023
FTAI AVIATION LTD SHS 1002 $296,030 6,380 0.00 0.00 473 8.01 12-31-2023
FIRST TRUST SML CP GRW ALP 1003 $295,724 4,700 0.00 0.00 -1,341 -22.20 12-31-2023
INVESCO WILDERHILL WILDERHIL CLAN Liquidated $0 0 0.00 0.00 2,565 37.72 12-31-2023
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