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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 301 | $995,539 | 20,226 | 0.00 | 0.00 | -1,267 | -5.89 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 302 | $992,428 | 24,147 | 0.00 | 0.00 | 8,145 | 50.90 | 12-31-2023 |
| FMC CORP | COM NEW | 303 | $986,989 | 15,654 | 0.00 | 15,654 | +Inf | 12-31-2023 | |
| BOSTON SCIENTIFIC CORP | COM | 304 | $978,611 | 16,928 | 0.00 | 0.00 | 2,532 | 17.59 | 12-31-2023 |
