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 |
|---|---|---|---|---|---|---|---|---|---|
| MASCO CORP | COM | 2001 | $25,971 | 329 | 0.00 | 0.00 | -60 | -15.42 | 03-31-2024 |
| EQUIFAX INC | COM | 2002 | $25,949 | 97 | 0.00 | 0.00 | -124 | -56.11 | 03-31-2024 |
| AMERCO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 56 | 16.92 | 03-31-2024 |
| SMITH NEPHEW PLC | SPDN ADR NEW | 2004 | $25,740 | 1,015 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
