Western Wealth Management, LLC Closed Holding Positions

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GLMD
Galmed Pharmaceuticals Ltd.

Healthcare
Q2 2023 Filed on Aug 30, 2023
29,537
$0.29 - $5.21 $8.57K - $154K
IGBH
Ishares Interest Rate Hedged L

ETFs
Q2 2023 Filed on Aug 30, 2023
47,755
$22.93 - $23.76 $1.1M - $1.13M
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
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q2 2023 Filed on Aug 30, 2023
4,948
$38.17 - $41.4 $189K - $205K
FYT
First Trust Small Cap

ETFs
Q2 2023 Filed on Aug 30, 2023
5,570
$41.77 - $47.05 $233K - $262K
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
MCHP
Microchip Technology Inc

Technology
Q2 2023 Filed on Aug 30, 2023
2,866
$71.8 - $89.59 $206K - $257K
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
MBIO
Mustang Bio, Inc.

Healthcare
Q2 2023 Filed on Aug 30, 2023
45,000
$0.32 - $8.0 $14.4K - $360K
CI
Cigna Corp

Healthcare
Q2 2023 Filed on Aug 30, 2023
841
$242.64 - $280.6 $204K - $236K
ALTL
Pacer Lunt Large Cap Altenator

Technology
Q2 2023 Filed on Aug 30, 2023
121,211
$34.25 - $37.7 $4.15M - $4.57M
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2023 Filed on Aug 30, 2023
2,620
$90.82 - $93.46 $238K - $245K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2023 Filed on Aug 30, 2023
4,667
$49.25 - $50.96 $230K - $238K
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
Blackrock Muniyield Calif Fd
Q2 2022 Filed on Jul 18, 2022
21,100
N/A
BCE
Bce Inc

Communication Services
Q2 2022 Filed on Jul 18, 2022
3,775
$47.52 - $59.02 $179K - $223K
BCML
Bay Com Corp

Financial Services
Q2 2022 Filed on Jul 18, 2022
14,566
$20.15 - $23.34 $294K - $340K
AIG
American International Group, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
3,417
$49.6 - $64.41 $169K - $220K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,130
$78.88 - $94.44 $168K - $201K
Blackrock Muniyield Calif Qu
Q2 2022 Filed on Jul 18, 2022
61,513
N/A
DTE
Dte Energy CO

Utilities
Q2 2022 Filed on Jul 18, 2022
1,538
$115.72 - $139.12 $178K - $214K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
4,020
$94.02 - $198.2 $378K - $797K
FDVV
Fidelity High Dividend ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
5,150
$34.91 - $41.92 $180K - $216K
FAD
First Tr Multi Cap Growth Alph

ETFs
Q2 2022 Filed on Jul 18, 2022
12,035
$89.23 - $113.24 $1.07M - $1.36M
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
5,668
$33.37 - $39.02 $189K - $221K
FLR
Fluor Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
8,680
$23.25 - $30.44 $202K - $264K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
5,371
$33.35 - $42.17 $179K - $226K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
1,838
$120.42 - $169.29 $221K - $311K
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
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 18, 2022
1,123
$389.13 - $547.75 $437K - $615K
Nuveen Enhanced Mun Value Fd
Q2 2022 Filed on Jul 18, 2022
17,600
N/A
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
4,186
$28.0 - $113.85 $117K - $477K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2022 Filed on Jul 18, 2022
3,322
$76.82 - $91.91 $255K - $305K
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
BETZ
Listed Fds Trroundhill Sports
Q2 2022 Filed on Jul 18, 2022
14,602
N/A
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2022 Filed on Jul 18, 2022
3,481
$55.35 - $74.88 $193K - $261K
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
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
3,933
$64.68 - $79.93 $254K - $314K
AFRM
Affirm Holdings, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
7,332
$14.63 - $47.7 $107K - $350K
SPVM
Invesco S&P 500 Value With Mom

ETFs
Q2 2022 Filed on Jul 18, 2022
48,181
$45.44 - $55.67 $2.19M - $2.68M
RIO
Rio Tinto PLC

Basic Materials
Q2 2022 Filed on Jul 18, 2022
4,428
$60.81 - $82.68 $269K - $366K
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2022 Filed on Jul 18, 2022
955
$207.48 - $259.6 $198K - $248K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,278
$91.63 - $121.36 $209K - $276K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
2,008
$53.22 - $123.09 $107K - $247K
VVI
Viad Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
5,712
$25.93 - $37.6 $148K - $215K
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