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 |
|---|---|---|---|---|---|---|---|---|---|
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 2251 | $18,400 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIREXION SHS ETF TR | DAILY REAL EST B | 2252 | $18,378 | 1,856 | 0.00 | 0.00 | 8 | 0.43 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 2253 | $18,294 | 511 | 0.00 | 0.00 | 436 | 581.33 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 2254 | $18,283 | 60 | 0.00 | 0.00 | -1,969 | -97.04 | 03-31-2024 |
