Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 401 | $769,060 | 8,454 | 0.00 | 0.00 | 1,673 | 24.67 | 12-31-2023 |
| WEC ENERGY GROUP INC | COM | 402 | $764,955 | 9,088 | 0.00 | 0.00 | -1,786 | -16.42 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 403 | $763,471 | 2,459 | 0.00 | 0.00 | -37 | -1.48 | 12-31-2023 |
| LAMAR ADVERTISING CO NEW | CL A | 404 | $759,371 | 7,145 | 0.00 | 0.00 | 18 | 0.25 | 12-31-2023 |
