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 |
|---|---|---|---|---|---|---|---|---|---|
| VENTAS INC | COM | 1551 | $57,253 | 1,315 | 0.00 | 0.00 | 37 | 2.90 | 03-31-2024 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 1552 | $57,140 | 2,857 | 0.00 | 0.00 | -534 | -15.75 | 03-31-2024 |
| ON HLDG AG | NAMEN AKT A | 1553 | $57,139 | 1,615 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 1554 | $57,031 | 6,408 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
