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 |
|---|---|---|---|---|---|---|---|---|---|
| CORTEVA INC | COM | 701 | $304,398 | 6,352 | 0.00 | 0.00 | -138 | -2.13 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 702 | $303,096 | 5,792 | 0.00 | 0.00 | -1,193 | -17.08 | 12-31-2023 |
| SIRIUS XM HOLDINGS INC | COM | 703 | $302,803 | 55,357 | 0.00 | 0.00 | 502 | 0.92 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 704 | $302,310 | 4,197 | 0.00 | 0.00 | 520 | 14.14 | 12-31-2023 |
