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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 3-7YR | 3 7 YR TREAS BD | 501 | $813,284 | 6,943 | 0.00 | 0.00 | -1,924 | -21.70 | 12-31-2023 |
| ISHARES TR | RUS 2000 VAL ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,879 | 92.66 | 12-31-2023 |
| XCEL ENERGY | COM | 503 | $808,788 | 13,064 | 0.00 | 0.00 | 522 | 4.16 | 12-31-2023 |
| WISDOMTREE INTL | INTL SMCAP DIV | 504 | $804,783 | 12,605 | 0.00 | 0.00 | -587 | -4.45 | 12-31-2023 |
