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
STONECO LTD COM CL A 3151 $4,568 275 0.00 0.00 245 816.67 03-31-2024
MP MATERIALS CORP COM CL A 3152 $4,547 318 0.00 0.00 9 2.91 03-31-2024
SPECTRUM BRANDS HLDGS INC NE COM 3153 $4,540 51 0.00 0.00 0 0.00 03-31-2024
FRESHPET INC COM 3154 $4,519 39 0.00 0.00 0 0.00 03-31-2024
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