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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | 651 | $331,509 | 6,563 | 0.00 | 6,563 | +Inf | 12-31-2023 | |
| ACCENTURE PLC IRELAND | SHS CLASS A | 652 | $329,361 | 939 | 0.00 | 0.00 | 86 | 10.08 | 12-31-2023 |
| AXON ENTERPRISE INC | COM | Liquidated | $0 | 0 | 0.00 | 1,182 | +Inf | 12-31-2023 | |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 654 | $327,782 | 5,923 | 0.00 | 0.00 | 384 | 6.93 | 12-31-2023 |
