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 |
---|---|---|---|---|---|---|---|---|---|
BRC INC | COM CL A | 3251 | $3,993 | 933 | 0.00 | 0.00 | -20 | -2.10 | 03-31-2024 |
CUSTOMERS BANCORP INC | COM | 3252 | $3,980 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OSHKOSH CORP | COM | 3253 | $3,973 | 32 | 0.00 | 0.00 | -3 | -8.57 | 03-31-2024 |
FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | 3254 | $3,968 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |