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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AW MSCI EAFE | 901 | $225,740 | 2,825 | 0.00 | 0.00 | 12 | 0.43 | 03-31-2024 |
| PGT INNOVATIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CROWN CASTLE INTL CORP NEW | COM | 903 | $223,946 | 2,116 | 0.00 | 0.00 | -86 | -3.91 | 03-31-2024 |
| EQUITY COMWLTH | COM SH BEN INT | 904 | $222,406 | 11,780 | 0.00 | 0.00 | 1,345 | 12.89 | 03-31-2024 |
