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 |
|---|---|---|---|---|---|---|---|---|---|
| TELADOC HEALTH INC | COM | 3801 | $1,102 | 73 | 0.00 | 0.00 | -10 | -12.05 | 03-31-2024 |
| XOMETRY INC | CLASS A COM | 3802 | $1,098 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LEGGETT PLATT INC | COM | Liquidated | $0 | 0 | 0.00 | 48 | +Inf | 03-31-2024 | |
| UNIVERSAL HLTH SVCS INC | CL B | 3804 | $1,095 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
