Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
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 |