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 |
|---|---|---|---|---|---|---|---|---|---|
| ITERIS INC NEW | COM | 2301 | $16,994 | 3,440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 2302 | $16,977 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| APA CORPORATION | COM | 2303 | $16,846 | 490 | 0.00 | 0.00 | 167 | 51.70 | 03-31-2024 |
| EATON VANCE TAX MANAGED DIVE | COM | 2304 | $16,800 | 1,258 | 0.00 | 0.00 | 258 | 25.80 | 03-31-2024 |
