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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 151 | $5,564,232 | 45,474 | 0.00 | 0.00 | -336 | -0.73 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 152 | $5,552,527 | 28,073 | 0.00 | 0.00 | -503 | -1.76 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 153 | $5,544,807 | 262,166 | 0.00 | 0.00 | 67,321 | 34.55 | 03-31-2024 |
| KEYSIGHT TECHNOLOGIES INC | COM | 154 | $5,490,606 | 35,111 | 0.00 | 0.00 | -728 | -2.03 | 03-31-2024 |
