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 |
|---|---|---|---|---|---|---|---|---|---|
| MARKEL CORP | COM | 551 | $600,772 | 395 | 0.00 | 0.00 | -11 | -2.71 | 03-31-2024 |
| YUM BRANDS INC | COM | 552 | $597,371 | 4,308 | 0.00 | 0.00 | -234 | -5.15 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY PWR BF | 553 | $595,243 | 16,824 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERISOURCEBERGEN CORP | COM | 554 | $594,683 | 2,447 | 0.00 | 0.00 | -82 | -3.24 | 03-31-2024 |
