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
World Gold Tr
Q1 2021 Filed on May 14, 2021
12,598
N/A
ABC
Amerisourcebergen Corp

Healthcare
Q1 2021 Filed on May 14, 2021
3,263
$96.5 - $119.06 $315K - $388K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on May 14, 2021
1,641
$122.53 - $146.42 $201K - $240K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q1 2021 Filed on May 14, 2021
9,869
$34.06 - $36.08 $336K - $356K
USO
United States Oil Fund, LP

ETFs
Q4 2020 Filed on Feb 10, 2021
3,476
$25.25 - $33.48 $87.8K - $116K
CCL
Carnival Corp

Consumer Cyclical
Q4 2020 Filed on Feb 10, 2021
16,100
$12.3 - $23.57 $198K - $379K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 10, 2021
16,076
N/A
USO
United States Oil Fund, LP

ETFs
Q4 2020 Filed on Feb 10, 2021
14,500
$25.25 - $33.48 $366K - $485K
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2020 Filed on Feb 10, 2021
12,187
$13.89 - $15.49 $169K - $189K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2020 Filed on Feb 10, 2021
14,330
$13.91 - $19.9 $199K - $285K
AMAT
Applied Materials Inc

Technology
Q4 2020 Filed on Feb 10, 2021
300
$57.32 - $89.75 $17.2K - $26.9K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2020 Filed on Feb 10, 2021
10,222
$4.99 - $6.71 $51K - $68.6K
Reality Shs ETF Tr
Q4 2020 Filed on Feb 10, 2021
4,999
N/A
Xilinx Inc
Q4 2020 Filed on Feb 10, 2021
3,198
N/A
Noble Energy Inc
Q4 2020 Filed on Feb 10, 2021
19,004
N/A
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
Q4 2020 Filed on Feb 10, 2021
11,130
$28.09 - $30.22 $313K - $336K
Janus Detroit Str Tr
Q3 2020 Filed on Oct 27, 2020
14,688
N/A
Aytu Bioscience Inc
Q3 2020 Filed on Oct 27, 2020
16,521
N/A
IYY
Ishares Tr

ETFs
Q3 2020 Filed on Oct 27, 2020
2,736
$76.94 - $88.82 $211K - $243K
Reality Shs ETF Tr
Q3 2020 Filed on Oct 27, 2020
14,340
N/A
EA
Electronic Arts Inc.

Communication Services
Q3 2020 Filed on Oct 27, 2020
1,811
$124.3 - $146.95 $225K - $266K
IYH
Ishares Tr

ETFs
Q3 2020 Filed on Oct 27, 2020
7,108
$217.29 - $234.25 $1.54M - $1.67M
Fireeye Inc
Q3 2020 Filed on Oct 27, 2020
10,998
N/A
IDHD
Invesco ETF Tr Ii S&P Intl Dev

ETFs
Q3 2020 Filed on Oct 27, 2020
12,306
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q3 2020 Filed on Oct 27, 2020
12,085
$13.3 - $15.5 $161K - $187K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 20, 2020
11,219
$27.15 - $32.9 $305K - $369K
Citigroup Global Mkts Hldgs
Q2 2020 Filed on Jul 20, 2020
15,000
N/A
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q2 2020 Filed on Jul 20, 2020
13,125
$9.98 - $11.64 $131K - $153K
IFV
First Trust Dorsey Wright Inte

ETFs
Q2 2020 Filed on Jul 20, 2020
13,149
$13.23 - $17.36 $174K - $228K
Allergan PLC
Q2 2020 Filed on Jul 20, 2020
1,414
N/A
United Technologies Corp
Q2 2020 Filed on Jul 20, 2020
3,878
N/A
SRE
Sempra Energy

Utilities
Q2 2020 Filed on Jul 20, 2020
2,799
$103.71 - $134.79 $290K - $377K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 20, 2020
129,536
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Jul 20, 2020
14,168
N/A
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q2 2020 Filed on Jul 20, 2020
3,989
$56.75 - $84.81 $226K - $338K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q2 2020 Filed on Jul 20, 2020
10,312
$2.67 - $3.98 $27.5K - $41K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2020 Filed on Apr 27, 2020
21,600
$12.98 - $30.25 $280K - $653K
IGHG
Proshares Investment Grade Int

ETFs
Q1 2020 Filed on Apr 27, 2020
2,829
$57.66 - $77.45 $163K - $219K
FEP
First Trust Europe Alphadex Fu

ETFs
Q1 2020 Filed on Apr 27, 2020
6,175
$21.76 - $38.0 $134K - $235K
IYR
Ishares Tr

ETFs
Q1 2020 Filed on Apr 27, 2020
8,958
$57.84 - $100.28 $518K - $898K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
Q1 2020 Filed on Apr 27, 2020
51,568
$36.19 - $58.24 $1.87M - $3M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on Apr 27, 2020
4,037
$42.11 - $71.71 $170K - $289K
ICF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 27, 2020
1,733
$37.65 - $62.99 $65.2K - $109K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 27, 2020
322,328
N/A
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 27, 2020
2,640
$192.57 - $287.5 $508K - $759K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q1 2020 Filed on Apr 27, 2020
204,544
$6.59 - $9.59 $1.35M - $1.96M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q1 2020 Filed on Apr 27, 2020
3,449
$38.94 - $61.2 $134K - $211K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2020 Filed on Apr 27, 2020
45,576
$62.91 - $103.6 $2.87M - $4.72M
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on Apr 27, 2020
4,618
$29.43 - $48.44 $136K - $224K
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email