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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI GBL SUS DEV | 2401 | $14,009 | 178 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | DWA INDLS MUMT | 2402 | $13,955 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKSKY TECHNOLOGY INC | COM CL A | 2403 | $13,940 | 10,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TELEFONICA BRASIL SA | NEW ADR | 2404 | $13,887 | 1,379 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
