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 |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 801 | $414,110 | 8,050 | 0.00 | 0.00 | 578 | 7.74 | 12-31-2023 |
| CBRE GLOBAL | COM | 802 | $413,911 | 76,227 | 0.00 | 0.00 | -256 | -0.33 | 12-31-2023 |
| HUMANA INC | COM | 803 | $413,053 | 902 | 0.00 | 0.00 | 254 | 39.20 | 12-31-2023 |
| NUVEEN ESG | NUVEEN ESG MIDCP | 804 | $412,901 | 9,754 | 0.00 | 0.00 | -336 | -3.33 | 12-31-2023 |
