Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP | COM | 351 | $976,915 | 12,812 | 0.00 | 0.00 | 393 | 3.16 | 12-31-2023 |
| BLACKROCK MULTI SECTOR INC T | COM | 352 | $975,000 | 65,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | SHRT NAT MUN ETF | 353 | $968,233 | 9,184 | 0.00 | 0.00 | 4,226 | 85.24 | 12-31-2023 |
| ISHARES GOLD TR | ISHARES NEW | 354 | $964,900 | 24,722 | 0.00 | 0.00 | -226 | -0.91 | 12-31-2023 |
