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 |
|---|---|---|---|---|---|---|---|---|---|
| HALEON PLC | SPON ADS | 1401 | $169,980 | 20,654 | 0.00 | 0.00 | 1,511 | 7.89 | 12-31-2023 |
| NUVEEN NEW YORK | COM | 1402 | $169,762 | 15,377 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUVEEN QUALITY | COM | 1403 | $166,506 | 14,542 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KEYCORP NEW | COM | 1404 | $158,330 | 10,995 | 0.00 | 0.00 | -1,396 | -11.27 | 12-31-2023 |
