Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CAESARS ENTERTAINMENT INC NE | COM | 3951 | $993 | 23 | 0.00 | 0.00 | -75 | -76.53 | 03-31-2024 |
AVANTOR INC | COM | Liquidated | $0 | 0 | 0.00 | 46 | +Inf | 03-31-2024 | |
BANC OF CALIFORNIA INC | COM | 3953 | $989 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |