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 |
|---|---|---|---|---|---|---|---|---|---|
| ALASKA AIR GROUP INC | COM | 2651 | $9,673 | 225 | 0.00 | 0.00 | -25 | -10.00 | 03-31-2024 |
| TFS FINL CORP | COM | 2652 | $9,633 | 767 | 0.00 | 0.00 | 17 | 2.27 | 03-31-2024 |
| CHEMED CORP NEW | COM | 2653 | $9,629 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AEHR TEST SYS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -32.26 | 12-31-2023 |
