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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 801 | $254,299 | 996 | 0.00 | 996 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 802 | $250,059 | 6,670 | 0.00 | 6,670 | +Inf | 12-31-2023 | |
| ICU MED INC | COM | 803 | $249,350 | 2,500 | 0.00 | 0.00 | -9 | -0.36 | 12-31-2023 |
| NUVEEN NEW YORK AMT QLT MUNI | COM | 804 | $248,888 | 23,636 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
