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 |
|---|---|---|---|---|---|---|---|---|---|
| SPLUNK INC | NOTE 1.13% 1-Jun | 3601 | $1,995 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FISKER INC | CL A COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -39.22 | 12-31-2023 |
| EVEREST RE GROUP LTD | COM | 3603 | $1,988 | 5 | 0.00 | 0.00 | 3 | 150.00 | 03-31-2024 |
| PIEDMONT LITHIUM INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
