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 |
---|---|---|---|---|---|---|---|---|---|
NOVARTIS AG | SPONSORED ADR | 1201 | $235,432 | 2,332 | 0.00 | 0.00 | -224 | -8.76 | 12-31-2023 |
ARAMARK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,809 | -21.14 | 12-31-2023 |
ALCON AG COM | COM | 1203 | $234,047 | 2,996 | 0.00 | 0.00 | 147 | 5.16 | 12-31-2023 |
SCHWAB SHORT | SHT TM US TRES | 1204 | $233,433 | 4,818 | 0.00 | 0.00 | -2,224 | -31.58 | 12-31-2023 |