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 |
|---|---|---|---|---|---|---|---|---|---|
| DENTSPLY SIRONA INC | COM | 3651 | $1,859 | 56 | 0.00 | 0.00 | 7 | 14.29 | 03-31-2024 |
| PROSHARES TR | PSHS ULTSH 20YRS | 3652 | $1,851 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RAYMOND JAMES FINL INC | COM | 3653 | $1,850 | 14 | 0.00 | 0.00 | 2 | 16.67 | 03-31-2024 |
| WAYFAIR INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
