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 |
|---|---|---|---|---|---|---|---|---|---|
| SHOCKWAVE MED INC | COM | 1151 | $131,880 | 405 | 0.00 | 0.00 | -150 | -27.03 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 1152 | $131,824 | 2,969 | 0.00 | 0.00 | -359 | -10.79 | 03-31-2024 |
| ZIMMER BIOMET HOLDINGS INC | COM | 1153 | $131,584 | 997 | 0.00 | 0.00 | -112 | -10.10 | 03-31-2024 |
| GLOBAL X FDS | CLOUD COMPUTNG | Liquidated | $0 | 0 | 0.00 | 0.00 | -575 | -8.87 | 03-31-2024 |
