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 |
|---|---|---|---|---|---|---|---|---|---|
| GALECTO INC | COM | 3701 | $1,560 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PORTILLOS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR ESG | SCRND S&P SM | 3703 | $1,528 | 39 | 0.00 | 0.00 | 9 | 30.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | Liquidated | $0 | 0 | 0.00 | 0.00 | -48 | -50.00 | 12-31-2023 |
