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 |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 751 | $275,600 | 4,767 | 0.00 | 0.00 | 942 | 24.63 | 12-31-2023 |
| E-HOME HOUSEHOLD SVC HLDGS L | SHS NEW | 752 | $273,512 | 68,378 | 0.00 | 68,378 | +Inf | 12-31-2023 | |
| PLEXUS CORP | COM | 753 | $273,353 | 2,528 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 754 | $273,024 | 10,210 | 0.00 | 0.00 | -376 | -3.55 | 12-31-2023 |
