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 |
|---|---|---|---|---|---|---|---|---|---|
| WEBSTER FINL CORP | COM | 1901 | $30,817 | 607 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TARGA RES CORP | COM | 1902 | $30,813 | 275 | 0.00 | 0.00 | 264 | 2400.00 | 03-31-2024 |
| MIMEDX GROUP INC | COM | 1903 | $30,800 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VECTOR GROUP LTD | COM | 1904 | $30,754 | 2,806 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
