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 |
|---|---|---|---|---|---|---|---|---|---|
| RBB FD INC | MOTLEY FOOL SML | 2801 | $7,969 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO INTRMD | 2802 | $7,944 | 243 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARCTURUS THERAPEUTICS HLDGS | COM | Liquidated | $0 | 0 | 0.00 | 310 | +Inf | 12-31-2023 | |
| SOURCE CAP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
