Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 101 | $6,586,890 | 38,655 | 0.00 | 0.00 | -203 | -0.52 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 102 | $6,547,194 | 69,792 | 0.00 | 0.00 | 4,607 | 7.07 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 103 | $6,425,340 | 70,307 | 0.00 | 0.00 | -5,469 | -7.22 | 12-31-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 104 | $6,384,782 | 12,583 | 0.00 | 0.00 | -151 | -1.19 | 12-31-2023 |
