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 |
|---|---|---|---|---|---|---|---|---|---|
| LG DISPLAY CO LTD | SPONS ADR REP | 2751 | $8,200 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
| ISHARES TR | US CONSUM DISCRE | 2752 | $8,197 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| GENESIS ENERGY L P | UNIT LTD PARTN | 2753 | $8,159 | 734 | 0.00 | 0.00 | 10 | 1.38 | 03-31-2024 |
| MADISON SQUARE GRDN SPRT COR | CL A | 2754 | $8,119 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
