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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVENT CONV INCOME FD | COM | 851 | $259,439 | 21,729 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 852 | $259,194 | 2,534 | 0.00 | 0.00 | 102 | 4.19 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 853 | $258,182 | 7,954 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 854 | $257,023 | 1,072 | 0.00 | 0.00 | -137 | -11.33 | 03-31-2024 |
