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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERSOURCE ENERGY | COM | 651 | $344,399 | 5,580 | 0.00 | 0.00 | 119 | 2.18 | 12-31-2023 |
| MANULIFE FINL CORP | COM | 652 | $343,810 | 15,557 | 0.00 | 0.00 | 394 | 2.60 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 653 | $343,772 | 729 | 0.00 | 0.00 | 48 | 7.05 | 12-31-2023 |
| VULCAN MATLS CO | COM | 654 | $343,084 | 1,511 | 0.00 | 0.00 | -96 | -5.97 | 12-31-2023 |
