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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | GLOBAL WATER | 601 | $487,962 | 11,319 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 602 | $487,223 | 4,242 | 0.00 | 0.00 | 886 | 26.40 | 03-31-2024 |
| GALLAGHER ARTHUR J CO | COM | 603 | $486,714 | 1,947 | 0.00 | 0.00 | 166 | 9.32 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 604 | $481,630 | 13,525 | 0.00 | 0.00 | 630 | 4.89 | 03-31-2024 |
