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
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
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