Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 05-06-2024 | 03-31-2024 | 641 | 7,497,650,190 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERPUBLIC GROUP COS INC | COM | 751 | $275,006 | 8,428 | 0.00 | 0.00 | -951 | -10.14 | 03-31-2024 |
| E-HOME HOUSEHOLD SVC HLDGS L | SHS NEW | Liquidated | $0 | 0 | 0.00 | 68,378 | +Inf | 03-31-2024 | |
| DIAMONDBACK ENERGY INC | COM | 753 | $273,475 | 1,380 | 0.00 | 0.00 | -332 | -19.39 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 754 | $269,041 | 1,637 | 0.00 | 1,637 | +Inf | 03-31-2024 |
