Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BOX INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
UNITED BANKSHARES INC WEST V | COM | 902 | $4,920 | 131 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ENTEGRIS INC | COM | 903 | $4,913 | 41 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TELEDYNE TECHNOLOGIES INC | COM | 904 | $4,910 | 11 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |