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 |
|---|---|---|---|---|---|---|---|---|---|
| JAZZ PHARMACEUTICALS PLC | SHS USD | 2051 | $24,084 | 200 | 0.00 | 0.00 | 144 | 257.14 | 03-31-2024 |
| ZSCALER INC | COM | 2052 | $24,079 | 125 | 0.00 | 0.00 | -124 | -49.80 | 03-31-2024 |
| MFS HIGH INCOME MUN TR | SH BEN INT | 2053 | $24,041 | 6,623 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ELBIT SYS LTD | ORD | 2054 | $23,966 | 114 | 0.00 | 0.00 | -8 | -6.56 | 03-31-2024 |
