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 |
|---|---|---|---|---|---|---|---|---|---|
| SEMPRA | COM | 601 | $377,419 | 5,050 | 0.00 | 0.00 | 508 | 11.18 | 12-31-2023 |
| ETF SER SOLUTIONS | DEFIANCE NEXT | 602 | $375,815 | 10,484 | 0.00 | 0.00 | -4,391 | -29.52 | 12-31-2023 |
| BP PLC | SPONSORED ADR | 603 | $375,453 | 10,606 | 0.00 | 0.00 | 1,252 | 13.38 | 12-31-2023 |
| BLACKROCK ENHANCED EQUITY DI | COM | 604 | $375,173 | 48,787 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
