Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 975 | 2,242,859,324 |
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 |