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 |
---|---|---|---|---|---|---|---|---|---|
ORION ENERGY SYS INC | COM | 4051 | $832 | 956 | 0.00 | 0.00 | 4 | 0.42 | 03-31-2024 |
SELECT MED HLDGS CORP | COM | Liquidated | $0 | 0 | 0.00 | 31 | +Inf | 03-31-2024 | |
XPENG INC | ADS | 4053 | $829 | 108 | 0.00 | 0.00 | -92 | -46.00 | 03-31-2024 |
OBSIDIAN ENERGY LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |