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 |
---|---|---|---|---|---|---|---|---|---|
KLA CORP | COM NEW | 651 | $561,823 | 966 | 0.00 | 966 | +Inf | 12-31-2023 | |
US BANCORP DEL | COM NEW | 652 | $560,725 | 12,956 | 0.00 | 0.00 | -3,528 | -21.40 | 12-31-2023 |
BECTON DICKINSON & CO | COM | 653 | $558,857 | 2,292 | 0.00 | 0.00 | -71 | -3.00 | 12-31-2023 |
ISHARES FLOATING | FLTG RATE NT ETF | 654 | $558,307 | 11,029 | 0.00 | 0.00 | -415 | -3.63 | 12-31-2023 |