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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS EDISON CO INC | COMMON STOCK | 351 | $1,273,757 | 35,510 | 0.00 | 0.00 | -2,277 | -6.03 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 352 | $1,272,295 | 15,605 | 0.00 | 0.00 | -1,048 | -6.29 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 353 | $1,268,880 | 2 | 0.00 | 0.00 | -10 | -83.33 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 354 | $1,262,210 | 12,511 | 0.00 | 0.00 | -35 | -0.28 | 03-31-2024 |
