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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 251 | $1,238,541 | 24,657 | 0.00 | 0.00 | 5,109 | 26.14 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 252 | $1,222,255 | 3,623 | 0.00 | 0.00 | 590 | 19.45 | 12-31-2023 |
| CSX CORP | COM | 253 | $1,219,961 | 35,188 | 0.00 | 0.00 | 25 | 0.07 | 12-31-2023 |
| CONSTELLATION BRANDS INC | CL A | 254 | $1,218,811 | 5,042 | 0.00 | 0.00 | 133 | 2.71 | 12-31-2023 |
