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 |
|---|---|---|---|---|---|---|---|---|---|
| RESTAURANT BRANDS INTL INC | COM | 2901 | $6,992 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REPLIGEN CORP | COM | 2902 | $6,989 | 38 | 0.00 | 0.00 | -4 | -9.52 | 03-31-2024 |
| CBOE GLOBAL MKTS INC | COM | 2903 | $6,982 | 38 | 0.00 | 0.00 | 2 | 5.56 | 03-31-2024 |
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 2904 | $6,960 | 6,000 | 0.00 | 0.00 | -8,869 | -59.65 | 03-31-2024 |
