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
CARNIVAL CORP COMMON STOCK 1251 $224,811 12,126 0.00 0.00 -5,293 -30.39 12-31-2023
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 1252 $224,507 9,698 0.00 9,698 +Inf 12-31-2023
KARAT PACKAGING INC COM Liquidated $0 0 0.00 9,671 +Inf 12-31-2023
PACKAGING CORP AMER COM Liquidated $0 0 0.00 1,445 +Inf 12-31-2023
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