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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P OILGAS EXP | 1601 | $52,242 | 337 | 0.00 | 0.00 | 1 | 0.30 | 03-31-2024 |
| MIDDLESEX WTR CO | COM | 1602 | $52,228 | 995 | 0.00 | 0.00 | 6 | 0.61 | 03-31-2024 |
| SPOTIFY TECHNOLOGY S A | SHS | 1603 | $51,988 | 197 | 0.00 | 0.00 | 95 | 93.14 | 03-31-2024 |
| PULTE GROUP INC | COM | 1604 | $51,867 | 430 | 0.00 | 0.00 | 275 | 177.42 | 03-31-2024 |
