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 |
|---|---|---|---|---|---|---|---|---|---|
| TRICON RESIDENTIAL INC | COM NPV | 2551 | $11,150 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WYNDHAM HOTELS RESORTS INC | COM | 2552 | $11,129 | 145 | 0.00 | 0.00 | -125 | -46.30 | 03-31-2024 |
| ABRDN PALLADIUM ETF TRUST | PHYSICAL PALLADM | 2553 | $11,092 | 119 | 0.00 | 0.00 | -180 | -60.20 | 03-31-2024 |
| LSI INDS INC OHIO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -89,941 | -99.10 | 03-31-2024 |
