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 |
|---|---|---|---|---|---|---|---|---|---|
| MODINE MFG CO | COM | 1401 | $78,532 | 825 | 0.00 | 825 | +Inf | 03-31-2024 | |
| YUM CHINA HLDGS INC | COM | 1402 | $78,469 | 1,972 | 0.00 | 0.00 | -14 | -0.70 | 03-31-2024 |
| PROSHARES TR | INVT INT RT HG | 1403 | $78,308 | 1,023 | 0.00 | 0.00 | 15 | 1.49 | 03-31-2024 |
| LADDER CAP CORP | CL A | 1404 | $77,910 | 7,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
