Western Wealth Management, LLC Closed Holding Positions

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2023 Filed on Aug 30, 2023
16,099
$35.02 - $41.32 $564K - $665K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2023 Filed on Aug 30, 2023
1,008
$219.8 - $242.66 $222K - $245K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2023 Filed on Aug 30, 2023
6,118
$33.12 - $35.11 $203K - $215K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2023 Filed on Aug 30, 2023
3,998
$48.03 - $51.41 $192K - $206K
GLMD
Galmed Pharmaceuticals Ltd.

Healthcare
Q2 2023 Filed on Aug 30, 2023
29,537
$0.29 - $5.21 $8.57K - $154K
FYT
First Trust Small Cap

ETFs
Q2 2023 Filed on Aug 30, 2023
5,570
$41.77 - $47.05 $233K - $262K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q2 2023 Filed on Aug 30, 2023
4,948
$38.17 - $41.4 $189K - $205K
WISH
Context Logic Inc.

Consumer Cyclical
Q2 2023 Filed on Aug 30, 2023
10,000
$0.33 - $8.52 $3.3K - $85.2K
APO
Apollo Global Management, Inc.

Financial Services
Q2 2023 Filed on Aug 30, 2023
3,253
$58.04 - $77.39 $189K - $252K
TTC
Toro CO

Industrials
Q2 2023 Filed on Aug 30, 2023
2,585
$96.74 - $109.74 $250K - $284K
IGBH
Ishares Interest Rate Hedged L

ETFs
Q2 2023 Filed on Aug 30, 2023
47,755
$22.93 - $23.76 $1.1M - $1.13M
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2023 Filed on Aug 30, 2023
9,699
$25.72 - $27.75 $249K - $269K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2023 Filed on Aug 30, 2023
22,887
$0.0 - $86.44 $0 - $1.98M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q2 2023 Filed on Aug 30, 2023
3,600
$71.71 - $82.59 $258K - $297K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2023 Filed on Aug 30, 2023
4,667
$49.25 - $50.96 $230K - $238K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2023 Filed on Aug 30, 2023
2,620
$90.82 - $93.46 $238K - $245K
MBIO
Mustang Bio, Inc.

Healthcare
Q2 2023 Filed on Aug 30, 2023
45,000
$0.32 - $8.0 $14.4K - $360K
MCHP
Microchip Technology Inc

Technology
Q2 2023 Filed on Aug 30, 2023
2,866
$71.8 - $89.59 $206K - $257K
CI
Cigna Corp

Healthcare
Q2 2023 Filed on Aug 30, 2023
841
$242.64 - $280.6 $204K - $236K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2022 Filed on Jul 18, 2022
3,322
$76.82 - $91.91 $255K - $305K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
4,186
$28.0 - $113.85 $117K - $477K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q2 2022 Filed on Jul 18, 2022
45,859
$52.25 - $60.89 $2.4M - $2.79M
BCML
Bay Com Corp

Financial Services
Q2 2022 Filed on Jul 18, 2022
14,566
$20.15 - $23.34 $294K - $340K
HDGE
Advisorshares Tr Ranger Equity

ETFs
Q2 2022 Filed on Jul 18, 2022
127,484
$24.03 - $32.05 $3.06M - $4.09M
ALK
Alaska Air Group, Inc.

Industrials
Q2 2022 Filed on Jul 18, 2022
5,825
$38.68 - $58.78 $225K - $342K
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Jul 18, 2022
2,932
$45.58 - $90.9 $134K - $267K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
1,838
$120.42 - $169.29 $221K - $311K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
5,371
$33.35 - $42.17 $179K - $226K
AIG
American International Group, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
3,417
$49.6 - $64.41 $169K - $220K
BCE
Bce Inc

Communication Services
Q2 2022 Filed on Jul 18, 2022
3,775
$47.52 - $59.02 $179K - $223K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2022 Filed on Jul 18, 2022
3,481
$55.35 - $74.88 $193K - $261K
AFRM
Affirm Holdings, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
7,332
$14.63 - $47.7 $107K - $350K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 18, 2022
1,123
$389.13 - $547.75 $437K - $615K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Jul 18, 2022
9,496
$14.87 - $30.55 $141K - $290K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q2 2022 Filed on Jul 18, 2022
9,702
$17.7 - $22.12 $172K - $215K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
240,786
$16.06 - $18.03 $3.87M - $4.34M
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
2,986
$28.63 - $75.86 $85.5K - $227K
EWSC
Invesco

ETFs
Q2 2022 Filed on Jul 18, 2022
6,154
$65.75 - $81.1 $405K - $499K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Jul 18, 2022
11,558
$23.19 - $50.02 $268K - $578K
AMP
Ameriprise Financial Inc

Financial Services
Q2 2022 Filed on Jul 18, 2022
2,086
$235.1 - $300.84 $490K - $628K
EMN
Eastman Chemical CO

Basic Materials
Q2 2022 Filed on Jul 18, 2022
2,332
$86.4 - $112.29 $201K - $262K
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
3,933
$64.68 - $79.93 $254K - $314K
BETZ
Listed Fds Trroundhill Sports
Q2 2022 Filed on Jul 18, 2022
14,602
N/A
Nuveen Enhanced Mun Value Fd
Q2 2022 Filed on Jul 18, 2022
17,600
N/A
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q2 2022 Filed on Jul 18, 2022
3,986
$43.4 - $65.85 $173K - $262K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,130
$78.88 - $94.44 $168K - $201K
DALI
First Tr ETF Vi Dorseywright D

ETFs
Q2 2022 Filed on Jul 18, 2022
7,846
$25.35 - $28.61 $199K - $224K
VEGI
Ishares Inc Msci Global Agricu

ETFs
Q2 2022 Filed on Jul 18, 2022
5,544
$38.21 - $50.15 $212K - $278K
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2022 Filed on Jul 18, 2022
955
$207.48 - $259.6 $198K - $248K
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