Western Wealth Management, LLC Purchases in Q3 2024

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INCO
Columbia ETF Tr Ii Columbia In

ETFs
772
+ 22.36%
$70.21 - $78.25 $54.2K - $60.4K
4.23K $325K
AXON
Axon Enterprise, Inc.

Industrials
10
+ 1.33%
$286.16 - $399.6 $2.86K - $4K
763 $304K
PULS
Pgim ETF Tr

ETFs
1.63K
+ 18.9%
$49.47 - $49.8 $80.8K - $81.3K
10.3K $511K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
13K
New
$5.82 - $6.28 $75.5K - $81.5K
13K $81K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
103
+ 0.62%
$56.83 - $62.44 $5.85K - $6.43K
16.6K $1.04M
FIW
First Trust Water ETF

ETFs
95
+ 1.25%
$98.0 - $109.33 $9.31K - $10.4K
7.67K $838K
JXN
Jackson Financial Inc.

Financial Services
15
+ 0.33%
$69.1 - $91.97 $1.04K - $1.38K
4.63K $422K
PLD
Prologis, Inc.

Real Estate
104
+ 2.22%
$111.95 - $132.43 $11.6K - $13.8K
4.79K $605K
PZC
Pimco California Municipal Income Fund Iii

Financial Services
10.5K
New
$7.14 - $7.53 $74.9K - $79K
10.5K $78K
RACE
Ferrari N.V.

Consumer Cyclical
91
+ 17.37%
$405.92 - $496.79 $36.9K - $45.2K
615 $289K
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 5.52%
$1591.44 - $2140.1 $12.7K - $17.1K
153 $313K
WELL
Welltower Inc.

Real Estate
216
+ 10.66%
$104.0 - $129.74 $22.5K - $28K
2.24K $286K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.63K
+ 13.4%
$49.83 - $62.75 $181K - $228K
30.7K $1.77M
UBER
Uber Technologies, Inc

Technology
766
+ 12.86%
$58.48 - $77.47 $44.8K - $59.3K
6.72K $505K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.42K
+ 27.29%
$50.61 - $50.96 $71.9K - $72.4K
6.62K $337K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
651
+ 5.33%
$52.1 - $59.66 $33.9K - $38.8K
12.9K $761K
KR
Kroger CO

Consumer Defensive
292
+ 3.9%
$50.43 - $57.3 $14.7K - $16.7K
7.79K $446K
VOT
Vanguard Mid Cap Growth Index

ETFs
52
+ 1.22%
$218.05 - $243.47 $11.3K - $12.7K
4.3K $1.05M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
262
+ 4.97%
$113.45 - $126.18 $29.7K - $33.1K
5.54K $698K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
900
+ 12.81%
$56.04 - $62.99 $50.4K - $56.7K
7.93K $484K
PWV
Invesco Exchange Traded Fd Tr

ETFs
204
+ 1.23%
$54.33 - $59.01 $11.1K - $12K
16.8K $978K
F
Ford Motor CO

Consumer Cyclical
13.2K
+ 33.96%
$9.71 - $14.55 $128K - $191K
51.9K $548K
VHT
Vanguard Health Care ETF

ETFs
116
+ 6.11%
$261.88 - $288.1 $30.4K - $33.4K
2.02K $568K
DELL
Dell Technologies Inc.

Technology
843
+ 44.67%
$87.89 - $145.97 $74.1K - $123K
2.73K $323K
MS
Morgan Stanley

Financial Services
178
+ 2.97%
$92.07 - $106.96 $16.4K - $19K
6.16K $642K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
195
+ 2.51%
$71.86 - $78.56 $14K - $15.3K
7.95K $624K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1K
+ 7.53%
$47.7 - $48.54 $47.9K - $48.7K
14.3K $696K
O
Realty Income Corp

Real Estate
47
+ 0.91%
$52.36 - $63.42 $2.46K - $2.98K
5.24K $332K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2K
+ 7.74%
$19.92 - $20.67 $39.8K - $41.3K
27.9K $572K
OXLC
Oxford Lane Capital Corp.

Financial Services
10.7K
New
$5.15 - $5.67 $55.3K - $60.9K
10.7K $56K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
122
+ 1.43%
$75.63 - $84.89 $9.23K - $10.4K
8.63K $726K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
37
+ 0.09%
$68.53 - $74.13 $2.54K - $2.74K
43.1K $3.16M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
243
+ 1.56%
$19.78 - $23.53 $4.81K - $5.72K
15.8K $366K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1K
+ 15.36%
$48.06 - $49.39 $48.3K - $49.6K
7.54K $371K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
25
+ 2.17%
$523.84 - $572.02 $13.1K - $14.3K
1.18K $670K
UPS
United Parcel Service Inc

Industrials
425
+ 5.08%
$123.32 - $147.38 $52.4K - $62.6K
8.79K $1.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
138
+ 8.12%
$201.82 - $234.36 $27.9K - $32.3K
1.84K $423K
DLR
Digital Realty Trust, Inc.

Real Estate
114
+ 3.28%
$144.47 - $162.98 $16.5K - $18.6K
3.59K $580K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.2K
+ 11.4%
$19.2 - $19.82 $42.2K - $43.6K
21.5K $423K
DFAS
Dimensional ETF Tr U S Small C

ETFs
324
+ 4.75%
$59.25 - $65.33 $19.2K - $21.2K
7.15K $463K
FXU
First Tr Exchange Traded Fd Ut

ETFs
26
+ 0.28%
$32.72 - $38.48 $851 - $1K
9.43K $362K
EPI
Wisdomtree Tr India Earnings F

ETFs
760
+ 15.76%
$47.41 - $50.82 $36K - $38.6K
5.58K $281K
VPU
Vanguard Utilities ETF

ETFs
67
+ 4.68%
$146.64 - $174.54 $9.82K - $11.7K
1.5K $260K
IWR
Ishares Russell Mid Cap ETF

ETFs
51
+ 0.81%
$79.92 - $88.19 $4.08K - $4.5K
6.36K $560K
IFN
India Fund Inc

Financial Services
1.6K
+ 10.22%
$17.61 - $19.23 $28.2K - $30.8K
17.3K $328K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
190
+ 1.75%
$39.47 - $49.4 $7.5K - $9.39K
11K $524K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5
+ 0.04%
$37.68 - $42.0 $188 - $210
13.4K $556K
MGV
Vanguard Mega Cap Value

ETFs
62
+ 1.59%
$118.0 - $128.28 $7.32K - $7.95K
3.97K $509K
AJG
Arthur J. Gallagher & Co.

Financial Services
59
+ 4.51%
$259.22 - $299.75 $15.3K - $17.7K
1.37K $384K
Activity Summary
Buys All Purchases 512 New Holdings 116 Increased Positions 396 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 1 Puts 1
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