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 |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC | COM | 1201 | $115,984 | 2,055 | 0.00 | 0.00 | 15 | 0.74 | 03-31-2024 |
| SONOCO PRODS CO | COM | 1202 | $115,680 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALLSPRING GLOBAL DIVIDEND OP | COM | 1203 | $115,445 | 24,051 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PACER FDS TR | BNCHMRK INFRA | 1204 | $115,436 | 4,029 | 0.00 | 0.00 | 208 | 5.44 | 03-31-2024 |
