Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CALIF MUN BD ETF | 1001 | $174,116 | 3,026 | 0.00 | 0.00 | 415 | 15.89 | 03-31-2024 |
| MANITOWOC CO INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 11,554 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P BK ETF | 1003 | $172,658 | 3,666 | 0.00 | 0.00 | -4,159 | -53.15 | 03-31-2024 |
| BLACKROCK CORPOR HI YLD FD I | COM | 1004 | $172,353 | 17,605 | 0.00 | 0.00 | 205 | 1.18 | 03-31-2024 |
