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 |
|---|---|---|---|---|---|---|---|---|---|
| WEYERHAEUSER CO MTN BE | COM NEW | 551 | $432,810 | 12,448 | 0.00 | 0.00 | 131 | 1.06 | 12-31-2023 |
| SUPER MICRO COMPUTER INC | COM | 552 | $431,223 | 1,517 | 0.00 | 1,517 | +Inf | 12-31-2023 | |
| ONE GAS INC | COM | 553 | $430,110 | 6,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MCCORMICK & CO INC | COM VTG | 554 | $426,361 | 6,270 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
