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 |
|---|---|---|---|---|---|---|---|---|---|
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 1751 | $39,855 | 811 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | COMP SOFTWARE | 1752 | $39,673 | 254 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIBERTY GLOBAL PLC | SHS CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ABERCROMBIE FITCH CO | CL A | 1754 | $39,499 | 315 | 0.00 | 0.00 | 107 | 51.44 | 03-31-2024 |
