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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | INFLATN EXPECTNS | 1101 | $147,170 | 4,550 | 0.00 | 0.00 | -1,600 | -26.02 | 03-31-2024 |
| ABERDEEN GLOBAL DYNAMIC DIVI | COM | 1102 | $147,064 | 15,146 | 0.00 | 0.00 | -1,142 | -7.01 | 03-31-2024 |
| NEW YORK CMNTY BANCORP INC | COM | 1103 | $146,997 | 45,651 | 0.00 | 0.00 | 9,401 | 25.93 | 03-31-2024 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 1104 | $145,630 | 2,538 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
