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 |
|---|---|---|---|---|---|---|---|---|---|
| CORPORATE OFFICE PPTYS TR | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PGIM HIGH YIELD BOND FUND IN | COM | 2502 | $11,860 | 913 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DBX ETF TR | XTRACK USD HIGH | 2503 | $11,845 | 332 | 0.00 | 0.00 | 151 | 83.43 | 03-31-2024 |
| STAG INDL INC | COM | 2504 | $11,840 | 308 | 0.00 | 0.00 | -380 | -55.23 | 03-31-2024 |
