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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | HGH YLD INT RATE | 1851 | $33,558 | 525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS 23 TRM TS | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,015 | -59.88 | 12-31-2023 |
| VERRICA PHARMACEUTICALS INC | COM | 1853 | $33,448 | 5,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS DEC2026 | 1854 | $33,390 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
