Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTERN WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 694 | 1,387,526,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 151 | $2,104,824 | 7,999 | 0.00 | 0.00 | 1,773 | 28.48 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 152 | $2,071,795 | 38,495 | 0.00 | 0.00 | -11,864 | -23.56 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 153 | $2,066,152 | 47,119 | 0.00 | 0.00 | 2,695 | 6.07 | 12-31-2023 |
| PHILLIPS 66 | COM | 154 | $2,047,255 | 15,376 | 0.00 | 0.00 | 7 | 0.05 | 12-31-2023 |
