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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST FINL BANKSHARES INC | COM | 2451 | $12,987 | 396 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DINE BRANDS GLOBAL INC | COM | 2452 | $12,947 | 279 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHIFT4 PMTS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,206 | -87.52 | 03-31-2024 |
| AMKOR TECHNOLOGY INC | COM | 2454 | $12,901 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
