Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 301 | $1,268,574 | 4,302 | 0.00 | 0.00 | 640 | 17.48 | 12-31-2023 |
| ISHARES TR | IBONDS 26 TRM TS | 302 | $1,264,560 | 55,330 | 0.00 | 0.00 | 4,426 | 8.69 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 303 | $1,253,426 | 5,977 | 0.00 | 0.00 | 226 | 3.93 | 12-31-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 304 | $1,250,813 | 10,756 | 0.00 | 0.00 | 730 | 7.28 | 12-31-2023 |
