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 |
|---|---|---|---|---|---|---|---|---|---|
| ABERDEEN EMRG MRKTS EQT INM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EZCORP INC | CL A NON VTG | 3752 | $1,303 | 115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROSPECTOR CAPITAL CORP | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EDGEWELL PERS CARE CO | COM | 3754 | $1,275 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
