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 |
|---|---|---|---|---|---|---|---|---|---|
| AVERY DENNISON CORP | COM | 751 | $334,913 | 1,500 | 0.00 | 0.00 | -250 | -14.29 | 03-31-2024 |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 752 | $334,391 | 6,770 | 0.00 | 0.00 | 350 | 5.45 | 03-31-2024 |
| INTERNATIONAL FLAVORS FRAGRA | COM | 753 | $334,157 | 3,886 | 0.00 | 0.00 | -141 | -3.50 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 754 | $331,745 | 7,312 | 0.00 | 0.00 | 74 | 1.02 | 03-31-2024 |
