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 |
|---|---|---|---|---|---|---|---|---|---|
| CHESAPEAKE ENERGY CORP | COM | 2201 | $19,987 | 225 | 0.00 | 0.00 | -109 | -32.63 | 03-31-2024 |
| SAUL CTRS INC | COM | 2202 | $19,975 | 519 | 0.00 | 0.00 | 7 | 1.37 | 03-31-2024 |
| GRAHAM HLDGS CO | COM CL B | 2203 | $19,960 | 26 | 0.00 | 0.00 | 20 | 333.33 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST BFR | 2204 | $19,941 | 475 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
