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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 10-20 YR TRS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -290 | -40.22 | 12-31-2023 |
| ISHARES TR | IBONDS 24 TRM TS | 402 | $41,755 | 1,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | IBONDS 23 TRM TS | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,303 | 344.71 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 404 | $41,672 | 396 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
