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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | INNOVATION ETF | 351 | $793,286 | 15,148 | 0.00 | 0.00 | 286 | 1.92 | 12-31-2023 |
| ISHARES TR | EAFE GRWTH ETF | 352 | $786,877 | 8,125 | 0.00 | 0.00 | 754 | 10.23 | 12-31-2023 |
| SCHWAB CHARLES CORP | COM | 353 | $782,608 | 11,375 | 0.00 | 0.00 | 2,003 | 21.37 | 12-31-2023 |
| CHIPOTLE MEXICAN GRILL INC | COM | 354 | $775,282 | 339 | 0.00 | 0.00 | 21 | 6.60 | 12-31-2023 |
