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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA ESG SLC | 451 | $544,165 | 5,414 | 0.00 | 0.00 | 458 | 9.24 | 12-31-2023 |
| VALERO ENERGY CORP | COM | 452 | $541,575 | 4,166 | 0.00 | 0.00 | -17 | -0.41 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 453 | $539,981 | 21,060 | 0.00 | 0.00 | -1,461 | -6.49 | 12-31-2023 |
| ALBEMARLE CORP | COM | 454 | $538,955 | 3,730 | 0.00 | 0.00 | 1,310 | 54.13 | 12-31-2023 |
