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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 501 | $479,641 | 9,716 | 0.00 | 0.00 | -239 | -2.40 | 12-31-2023 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 502 | $478,698 | 35,992 | 0.00 | 0.00 | 11,677 | 48.02 | 12-31-2023 |
| CITIGROUP INC | COM NEW | 503 | $478,305 | 9,298 | 0.00 | 0.00 | 1,782 | 23.71 | 12-31-2023 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 504 | $477,395 | 4,784 | 0.00 | 0.00 | 171 | 3.71 | 12-31-2023 |
