Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | GENOMIC REV ETF | 1001 | $2,953 | 90 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LAUDER ESTEE COS INC | CL A | 1002 | $2,925 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHEMOURS CO | COM | 1003 | $2,839 | 90 | 0.00 | 0.00 | -16 | -15.09 | 12-31-2023 |
| HAWAIIAN ELEC INDUSTRIES | COM | 1004 | $2,838 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
