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 |
|---|---|---|---|---|---|---|---|---|---|
| LITHIUM AMERS CORP NEW | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WESTERN UN CO | COM | 3302 | $3,342 | 239 | 0.00 | 0.00 | 81 | 51.27 | 03-31-2024 |
| ISHARES INC | MSCI STH KOR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 3304 | $3,318 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
