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 |
|---|---|---|---|---|---|---|---|---|---|
| MFS GOVT MKTS INCOME TR | SH BEN INT | 3401 | $2,966 | 927 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MORTGE REL ETF | 3402 | $2,953 | 127 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 3403 | $2,943 | 550 | 0.00 | 0.00 | 50 | 10.00 | 03-31-2024 |
| SIREN ETF TR | NSD NXGN ECO ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
