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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO DWA | DWA ENERGY MNT | 351 | $1,288,485 | 28,831 | 0.00 | 0.00 | 7,723 | 36.59 | 12-31-2023 |
| FIRST TRUST | COM | 352 | $1,286,942 | 78,905 | 0.00 | 0.00 | -3,500 | -4.25 | 12-31-2023 |
| PHILIP MORRIS | COM | 353 | $1,277,707 | 13,581 | 0.00 | 0.00 | 14 | 0.10 | 12-31-2023 |
| CANADIAN PACIFIC KANSAS CITY | COM | 354 | $1,275,353 | 16,131 | 0.00 | 0.00 | -958 | -5.61 | 12-31-2023 |
