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 |
|---|---|---|---|---|---|---|---|---|---|
| DAVITA INC | COM | 901 | $342,985 | 3,274 | 0.00 | 3,274 | +Inf | 12-31-2023 | |
| SPDR INDEX SHS FDS | PORTFLO EURP ETF | 902 | $340,608 | 8,447 | 0.00 | 8,447 | +Inf | 12-31-2023 | |
| ROKU INC | COM CL A | 903 | $340,336 | 3,713 | 0.00 | 0.00 | -766 | -17.10 | 12-31-2023 |
| WISDOMTREE TR | INDIA ERNGS FD | Liquidated | $0 | 0 | 0.00 | 9,252 | +Inf | 12-31-2023 |
