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 |
|---|---|---|---|---|---|---|---|---|---|
| RUNWAY GROWTH FINANCE CORP | COM | Liquidated | $0 | 0 | 0.00 | 22,776 | +Inf | 03-31-2024 | |
| PAYCHEX INC | COM | 802 | $293,738 | 2,392 | 0.00 | 0.00 | -16 | -0.66 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 803 | $293,325 | 7,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO CRPORT | Liquidated | $0 | 0 | 0.00 | 9,983 | +Inf | 03-31-2024 |
