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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN PENNSYLVANIA QLT MUN | COM | 1451 | $69,891 | 5,913 | 0.00 | 0.00 | 5 | 0.08 | 03-31-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | 1452 | $69,855 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ECOLAB INC | COM | 1453 | $69,291 | 300 | 0.00 | 0.00 | -176 | -36.97 | 03-31-2024 |
| MOLSON COORS BEVERAGE CO | CL B | 1454 | $69,200 | 1,029 | 0.00 | 0.00 | 6 | 0.59 | 03-31-2024 |
