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 |
|---|---|---|---|---|---|---|---|---|---|
| ETSY INC | COM | 2601 | $10,377 | 151 | 0.00 | 0.00 | 84 | 125.37 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | 2602 | $10,317 | 197 | 0.00 | 197 | +Inf | 03-31-2024 | |
| NETEASE INC | SPONSORED ADS | 2603 | $10,244 | 99 | 0.00 | 0.00 | 49 | 98.00 | 03-31-2024 |
| INDIA FD INC | COM | 2604 | $10,235 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
