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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD HEALTH | HEALTH CAR ETF | 151 | $3,258,958 | 12,999 | 0.00 | 0.00 | 3,637 | 38.85 | 12-31-2023 |
| VANGUARD DIVIDEND | DIV APP ETF | 152 | $3,255,332 | 19,104 | 0.00 | 0.00 | -77 | -0.40 | 12-31-2023 |
| LOCKHEED MARTIN | COM | 153 | $3,182,786 | 7,022 | 0.00 | 0.00 | 580 | 9.00 | 12-31-2023 |
| ISHARES 1-3YR | 1 3 YR TREAS BD | 154 | $3,169,328 | 38,632 | 0.00 | 0.00 | -391 | -1.00 | 12-31-2023 |
