Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 151 | $3,097,033 | 23,656 | 0.00 | 0.00 | -1,466 | -5.84 | 12-31-2023 |
| CHESAPEAKE UTILS CORP | COM | 152 | $3,079,749 | 29,156 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | 153 | $3,014,606 | 53,271 | 0.00 | 0.00 | 12,949 | 32.11 | 12-31-2023 |
| UNION PAC CORP | COM | 154 | $2,972,350 | 12,101 | 0.00 | 0.00 | 5,906 | 95.33 | 12-31-2023 |
