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 |
|---|---|---|---|---|---|---|---|---|---|
| MATADOR RES CO | COM | 3051 | $5,342 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MATRIX SVC CO | COM | Liquidated | $0 | 0 | 0.00 | 568 | +Inf | 03-31-2024 | |
| ZILLOW GROUP INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 3054 | $5,190 | 277 | 0.00 | 0.00 | -86 | -23.69 | 03-31-2024 |
