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 |
|---|---|---|---|---|---|---|---|---|---|
| HUNT J B TRANS SVCS INC | COM | 2151 | $21,196 | 106 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVENTRUST PPTYS CORP | COM NEW | 2152 | $21,185 | 824 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KYNDRYL HLDGS INC | COMMON STOCK | 2153 | $21,172 | 973 | 0.00 | 0.00 | -40 | -3.95 | 03-31-2024 |
| MASIMO CORP | COM | 2154 | $21,146 | 144 | 0.00 | 0.00 | -17 | -10.56 | 03-31-2024 |
