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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 301 | $1,667,260 | 29,682 | 0.00 | 0.00 | -50,823 | -63.13 | 03-31-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 302 | $1,665,153 | 14,378 | 0.00 | 0.00 | 6,850 | 90.99 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | Liquidated | $0 | 0 | 0.00 | 73,661 | +Inf | 12-31-2023 | |
| TARGET CORP | COM | 304 | $1,611,401 | 9,093 | 0.00 | 0.00 | 536 | 6.26 | 03-31-2024 |
