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 |
|---|---|---|---|---|---|---|---|---|---|
| MONGODB INC | CL A | 701 | $372,651 | 1,039 | 0.00 | 0.00 | 641 | 161.06 | 03-31-2024 |
| DIAGEO PLC | SPON ADR NEW | 702 | $372,238 | 2,503 | 0.00 | 0.00 | -33 | -1.30 | 03-31-2024 |
| ISHARES SILVER TR | ISHARES | 703 | $371,644 | 16,336 | 0.00 | 0.00 | -825 | -4.81 | 03-31-2024 |
| FIFTH THIRD BANCORP | COM | 704 | $370,960 | 9,969 | 0.00 | 0.00 | 173 | 1.77 | 03-31-2024 |
