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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 401 | $640,135 | 19,843 | 0.00 | 0.00 | 15,957 | 410.63 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 1 10 Y | 402 | $639,141 | 34,380 | 0.00 | 0.00 | 2,499 | 7.84 | 12-31-2023 |
| WISDOMTREE TR | YIELD ENHANCD US | 403 | $632,498 | 14,368 | 0.00 | 0.00 | -3,617 | -20.11 | 12-31-2023 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 404 | $629,072 | 14,981 | 0.00 | 0.00 | 3,918 | 35.42 | 12-31-2023 |
