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 |
|---|---|---|---|---|---|---|---|---|---|
| MODERNA INC | COM | 551 | $19,890 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SONY GROUP CORP | SPONSORED ADR | 552 | $19,412 | 205 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | U S EQUITY FACTR | 553 | $19,316 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | YLD OPTIM BD | 554 | $19,245 | 858 | 0.00 | 0.00 | -127 | -12.89 | 12-31-2023 |
