Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WEC ENERGY GROUP INC | COM | 651 | $13,468 | 160 | 0.00 | 160 | +Inf | 12-31-2023 | |
ISHARES TR | IBONDS 26 TRM TS | 652 | $13,462 | 589 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | IBONDS 27 TRM TS | 653 | $13,457 | 601 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EXTRA SPACE STORAGE INC | COM | 654 | $13,308 | 83 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |