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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR BLOOMBERG | BLOOMBERG 1-3 MO | 51 | $8,808,766 | 96,386 | 0.00 | 0.00 | 34,379 | 55.44 | 12-31-2023 |
| SCHWAB US | US LCAP GR ETF | 52 | $8,715,197 | 105,053 | 0.00 | 0.00 | 3,096 | 3.04 | 12-31-2023 |
| WISDOMTREE U S | US SMALLCAP DIVD | 53 | $8,501,427 | 264,266 | 0.00 | 0.00 | -32,537 | -10.96 | 12-31-2023 |
| VISA INC | COM CL A | 54 | $8,429,607 | 32,378 | 0.00 | 0.00 | 7,486 | 30.07 | 12-31-2023 |
