Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WISDOMTREE TR | CLOUD COMPUTNG | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CONFLUENT INC | CLASS A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -80 | -28.57 | 12-31-2023 |
ARBOR REALTY TRUST INC | COM | 3003 | $5,912 | 446 | 0.00 | 446 | +Inf | 03-31-2024 | |
SIGNET JEWELERS LIMITED | SHS | 3004 | $5,904 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |