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 |
|---|---|---|---|---|---|---|---|---|---|
| BANC OF CALIFORNIA INC | COM | 4001 | $989 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| QUANTERIX CORP | COM | Liquidated | $0 | 0 | 0.00 | 44 | +Inf | 03-31-2024 | |
| ESSEX PPTY TR INC | COM | 4003 | $979 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENERGIZER HLDGS INC NEW | COM | 4004 | $972 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
