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 |
---|---|---|---|---|---|---|---|---|---|
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 |