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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | PERP PFD CNV A | 2351 | $15,852 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | EUROPE SMCP DV | 2352 | $15,833 | 265 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG AWRE 1 5 YR | 2353 | $15,790 | 645 | 0.00 | 645 | +Inf | 03-31-2024 | |
| TORTOISE MIDSTRM ENERGY FD I | COM | 2354 | $15,715 | 410 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
