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 |
|---|---|---|---|---|---|---|---|---|---|
| VICOR CORP | COM | 1701 | $43,861 | 1,147 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO ETF TR | ENHANCD SHORT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NATIONAL FUEL GAS CO | COM | 1703 | $43,782 | 815 | 0.00 | 0.00 | -76 | -8.53 | 03-31-2024 |
| CANADIAN IMP BK COMM | COM | 1704 | $43,721 | 862 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
