Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | 201 | $2,116,450 | 35,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 202 | $2,089,933 | 33,354 | 0.00 | 0.00 | 29,457 | 755.89 | 12-31-2023 |
| AMERICAN AIRLS GROUP INC | COM | 203 | $2,024,164 | 147,319 | 0.00 | 0.00 | 34,636 | 30.74 | 12-31-2023 |
| BOEING CO | COM | 204 | $2,021,999 | 7,757 | 0.00 | 0.00 | 895 | 13.04 | 12-31-2023 |
