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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,538 | -13.49 | 12-31-2023 |
| BIOGEN INC | COM | 452 | $615,873 | 2,380 | 0.00 | 0.00 | 11 | 0.46 | 12-31-2023 |
| MERCADOLIBRE INC | COM | 453 | $614,473 | 391 | 0.00 | 0.00 | 7 | 1.82 | 12-31-2023 |
| CATALYST PHARMACEUTICALS INC | COM | 454 | $610,069 | 36,292 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
