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 |
|---|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORP | COM | 651 | $428,069 | 6,587 | 0.00 | 0.00 | -500 | -7.06 | 03-31-2024 |
| ISHARES TR | MICRO-CAP ETF | 652 | $426,121 | 3,516 | 0.00 | 0.00 | -9 | -0.26 | 03-31-2024 |
| DIGITAL RLTY TR INC | COM | 653 | $425,650 | 2,955 | 0.00 | 0.00 | -65 | -2.15 | 03-31-2024 |
| RIO TINTO PLC | SPONSORED ADR | 654 | $425,293 | 6,672 | 0.00 | 0.00 | 11 | 0.17 | 03-31-2024 |
