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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLTOWER INC | COM | 1051 | $158,568 | 1,697 | 0.00 | 0.00 | 27 | 1.62 | 03-31-2024 |
| ABB LTD | SPONSORED ADR | 1052 | $158,250 | 3,414 | 0.00 | 0.00 | 16 | 0.47 | 03-31-2024 |
| CHENIERE ENERGY INC | COM NEW | 1053 | $158,080 | 980 | 0.00 | 0.00 | 38 | 4.03 | 03-31-2024 |
| JEFFERIES FINL GROUP INC | COM | 1054 | $157,569 | 3,573 | 0.00 | 0.00 | -2 | -0.06 | 03-31-2024 |
