Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PROGRESSIVE CORP | COM | 251 | $1,615,457 | 10,142 | 0.00 | 0.00 | -207 | -2.00 | 12-31-2023 |
RTX CORPORATION | COM | 252 | $1,614,010 | 19,182 | 0.00 | 0.00 | 1,427 | 8.04 | 12-31-2023 |
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 253 | $1,613,265 | 33,708 | 0.00 | 33,708 | +Inf | 12-31-2023 | |
ISHARES TR | IBOXX INV CP ETF | 254 | $1,598,190 | 14,442 | 0.00 | 0.00 | 208 | 1.46 | 12-31-2023 |