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 |
|---|---|---|---|---|---|---|---|---|---|
| KRANESHARES TR | MSCI ALL CHINA | 951 | $191,070 | 13,150 | 0.00 | 13,150 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | US MIDCAP DIVID | 952 | $190,747 | 3,911 | 0.00 | 0.00 | 117 | 3.08 | 03-31-2024 |
| ISHARES TR | INTL SEL DIV ETF | 953 | $190,580 | 6,797 | 0.00 | 0.00 | 11 | 0.16 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 954 | $190,190 | 7,060 | 0.00 | 0.00 | 2,884 | 69.06 | 03-31-2024 |
