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 |
|---|---|---|---|---|---|---|---|---|---|
| ANALOG DEVICES INC | COM | 601 | $364,046 | 1,833 | 0.00 | 0.00 | -161 | -8.07 | 12-31-2023 |
| HEWLETT PACKARD ENTERPRISE C | COM | 602 | $362,266 | 21,335 | 0.00 | 0.00 | -549 | -2.51 | 12-31-2023 |
| REAVES UTIL INCOME FD | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 12,688 | +Inf | 12-31-2023 | |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 604 | $359,330 | 30,401 | 0.00 | 0.00 | 45 | 0.15 | 12-31-2023 |
