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 |
|---|---|---|---|---|---|---|---|---|---|
| CNA FINL CORP | COM | 1301 | $94,019 | 2,070 | 0.00 | 0.00 | -300 | -12.66 | 03-31-2024 |
| ISHARES INC | MSCI GLB SLV&MTL | 1302 | $93,248 | 9,178 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARES DYNAMIC CR ALLOCATION F | COM | 1303 | $92,495 | 6,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CROSS CTRY HEALTHCARE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
