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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST AIRLS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.04 | -2,289 | -23.60 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 802 | $240,664 | 8,691 | 0.00 | 0.00 | 16 | 0.18 | 12-31-2023 |
| SYNOPSYS INC | COM | 803 | $240,465 | 467 | 0.00 | 467 | +Inf | 12-31-2023 | |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 804 | $239,948 | 4,236 | 0.00 | 0.00 | -11,324 | -72.78 | 12-31-2023 |
