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 |
---|---|---|---|---|---|---|---|---|---|
SCHWAB US | US LRG CAP ETF | 451 | $949,184 | 16,830 | 0.00 | 0.00 | 360 | 2.19 | 12-31-2023 |
INVESCO S&P | S&P500 PUR GWT | 452 | $949,165 | 29,422 | 0.00 | 0.00 | 19,497 | 196.44 | 12-31-2023 |
INVESCO MULTI | AGRICULTURE FD | 453 | $948,682 | 45,742 | 0.00 | 0.00 | -32,964 | -41.88 | 12-31-2023 |
DIMENSIONAL US | US EQUITY ETF | 454 | $947,367 | 18,278 | 0.00 | 0.00 | 62 | 0.34 | 12-31-2023 |