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 |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY | CL A | 401 | $1,085,250 | 2 | 0.00 | 2 | +Inf | 12-31-2023 | |
INVESCO DYNAMIC | DYNMC LRG GWTH | 402 | $1,075,170 | 13,837 | 0.00 | 0.00 | 8 | 0.06 | 12-31-2023 |
NUCOR CORP | COM | 403 | $1,074,739 | 6,175 | 0.00 | 0.00 | 1,041 | 20.28 | 12-31-2023 |
DNP SELECT | COM | 404 | $1,071,342 | 126,338 | 0.00 | 0.00 | -177,286 | -58.39 | 12-31-2023 |