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 |
|---|---|---|---|---|---|---|---|---|---|
| NETAPP INC | COM | 851 | $229,569 | 2,604 | 0.00 | 2,604 | +Inf | 12-31-2023 | |
| GENERAL MTRS CO | COM | 852 | $228,898 | 6,372 | 0.00 | 6,372 | +Inf | 12-31-2023 | |
| ANSYS INC | COM | 853 | $226,075 | 623 | 0.00 | 623 | +Inf | 12-31-2023 | |
| CITIGROUP INC | COM NEW | 854 | $225,979 | 4,393 | 0.00 | 4,393 | +Inf | 12-31-2023 |
