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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US REGNL BKS ETF | 2851 | $7,223 | 167 | 0.00 | 0.00 | 2 | 1.21 | 03-31-2024 |
| HYLIION HOLDINGS CORP | COMMON STOCK | 2852 | $7,216 | 4,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HANCOCK JOHN PREM DIVID FD | COM SH BEN INT | 2853 | $7,188 | 617 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK MUNIYIELD N Y QUAL | COM | 2854 | $7,154 | 680 | 0.00 | 680 | +Inf | 03-31-2024 |
