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 |
|---|---|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 251 | $93,440 | 5,442 | 0.00 | 0.00 | 1,000 | 22.51 | 12-31-2023 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 252 | $93,219 | 6,755 | 0.00 | 0.00 | 1,177 | 21.10 | 12-31-2023 |
| MARRIOTT INTL INC NEW | CL A | 253 | $92,460 | 410 | 0.00 | 0.00 | -183 | -30.86 | 12-31-2023 |
| ISHARES TR | IBONDS DEC24 ETF | 254 | $92,167 | 3,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
