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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BROAD USD HIGH | 901 | $204,014 | 5,613 | 0.00 | 5,613 | +Inf | 12-31-2023 | |
| HUNT J B TRANS SVCS INC | COM | 902 | $202,923 | 1,016 | 0.00 | 0.00 | -172 | -14.48 | 12-31-2023 |
| RBB FD INC | US TREAS 3 MNTH | 903 | $202,383 | 4,059 | 0.00 | 4,059 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P HOMEBUILD | 904 | $200,952 | 2,101 | 0.00 | 2,101 | +Inf | 12-31-2023 |
