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 |
|---|---|---|---|---|---|---|---|---|---|
| BUMBLE INC | COM CL A | 1351 | $85,239 | 7,510 | 0.00 | 0.00 | -43,666 | -85.33 | 03-31-2024 |
| PINNACLE FINL PARTNERS INC | COM | 1352 | $85,107 | 991 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAUDER ESTEE COS INC | CL A | 1353 | $84,771 | 550 | 0.00 | 0.00 | 104 | 23.32 | 03-31-2024 |
| GENERAC HLDGS INC | COM | 1354 | $84,545 | 670 | 0.00 | 0.00 | -390 | -36.79 | 03-31-2024 |
