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 |
|---|---|---|---|---|---|---|---|---|---|
| PERDOCEO ED CORP | COM | 2101 | $22,810 | 1,299 | 0.00 | 0.00 | -2,036 | -61.05 | 03-31-2024 |
| LUCID GROUP INC | COM | 2102 | $22,789 | 7,996 | 0.00 | 0.00 | -996 | -11.08 | 03-31-2024 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 2103 | $22,766 | 1,860 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CONAGRA BRANDS INC | COM | 2104 | $22,626 | 763 | 0.00 | 0.00 | 78 | 11.39 | 03-31-2024 |
