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
CAESARS ENTERTAINMENT INC NE COM 901 $213,304 4,550 0.00 4,550 +Inf 12-31-2023
WELLTOWER INC COM 902 $212,832 2,360 0.00 2,360 +Inf 12-31-2023
OGE ENERGY CORP COM 903 $212,555 6,085 0.00 6,085 +Inf 12-31-2023
CLOROX CO DEL COM 904 $212,323 1,489 0.00 1,489 +Inf 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6