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 |
|---|---|---|---|---|---|---|---|---|---|
| HARMONY BIOSCIENCES HLDGS IN | COM | Liquidated | $0 | 0 | 0.00 | 22,118 | +Inf | 03-31-2024 | |
| CHURCH DWIGHT CO INC | COM | 502 | $695,950 | 6,672 | 0.00 | 0.00 | -339 | -4.84 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 503 | $691,625 | 19,455 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORTHROP GRUMMAN CORP | COM | 504 | $690,587 | 1,443 | 0.00 | 0.00 | -516 | -26.34 | 03-31-2024 |
