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
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
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