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 |
---|---|---|---|---|---|---|---|---|---|
SHERWIN WILLIAMS | COM | 301 | $1,540,877 | 4,940 | 0.00 | 0.00 | 308 | 6.65 | 12-31-2023 |
CSX CORP | COM | 302 | $1,536,728 | 44,324 | 0.00 | 0.00 | 943 | 2.17 | 12-31-2023 |
EATON VANCE | COM | 303 | $1,533,889 | 195,649 | 0.00 | 0.00 | -11,410 | -5.51 | 12-31-2023 |
UBER TECHNOLOGIES | COM | 304 | $1,525,030 | 24,769 | 0.00 | 0.00 | -4,391 | -15.06 | 12-31-2023 |