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 |
---|---|---|---|---|---|---|---|---|---|
FACTSET RESH SYS INC | COM | 851 | $372,829 | 782 | 0.00 | 0.00 | -148 | -15.91 | 12-31-2023 |
GENERAL MILLS | COM | 852 | $369,329 | 5,670 | 0.00 | 0.00 | -101 | -1.75 | 12-31-2023 |
ISHARES CORE | CORE TOTAL USD | 853 | $364,046 | 7,902 | 0.00 | 0.00 | -581 | -6.85 | 12-31-2023 |
Otis Worldwide Corp | Com | 854 | $363,448 | 4,062 | 0.00 | 4,062 | +Inf | 12-31-2023 |