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 |
|---|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 1801 | $36,376 | 844 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 1802 | $36,246 | 1,030 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 1803 | $36,227 | 1,305 | 0.00 | 0.00 | 1,141 | 695.73 | 03-31-2024 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 1804 | $36,073 | 735 | 0.00 | 0.00 | 4 | 0.55 | 03-31-2024 |
