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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | AEROSPACE DEF | 751 | $268,316 | 1,981 | 0.00 | 0.00 | 66 | 3.45 | 12-31-2023 |
| FISERV INC | COM | 752 | $265,149 | 1,996 | 0.00 | 0.00 | 44 | 2.25 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 753 | $264,904 | 11,497 | 0.00 | 0.00 | -12,573 | -52.24 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 754 | $263,897 | 3,027 | 0.00 | 0.00 | 203 | 7.19 | 12-31-2023 |
