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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN ASSET INTER MUNI FD | COM | 3451 | $2,614 | 330 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UPSTART HLDGS INC | COM | 3452 | $2,584 | 96 | 0.00 | 0.00 | -71 | -42.51 | 03-31-2024 |
| SONOS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNUM GROUP | COM | Liquidated | $2,576 | 48 | 0.00 | 0.00 | 48 | +Inf | 03-31-2024 |
