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 |
|---|---|---|---|---|---|---|---|---|---|
| LINKBANCORP INC | COM | 501 | $514,592 | 64,566 | 0.00 | 64,566 | +Inf | 12-31-2023 | |
| LIFEMD INC | COM | 502 | $511,195 | 61,664 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | ICE PFD SEC ETF | 503 | $507,659 | 15,145 | 0.00 | 0.00 | 332 | 2.24 | 12-31-2023 |
| GLOBAL X FDS | SUPERDIVIDEND | 504 | $507,375 | 22,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
