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 |
|---|---|---|---|---|---|---|---|---|---|
| GALLAGHER ARTHUR J & CO | COM | 701 | $294,162 | 1,308 | 0.00 | 0.00 | 33 | 2.59 | 12-31-2023 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 702 | $288,898 | 10,137 | 0.00 | 0.00 | -12,708 | -55.63 | 12-31-2023 |
| ISHARES TR | S&P MC 400GR ETF | 703 | $288,442 | 3,641 | 0.00 | 0.00 | 135 | 3.85 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 704 | $287,737 | 3,364 | 0.00 | 0.00 | -524 | -13.48 | 12-31-2023 |
