Spire Wealth Management
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,836,256 | 61,927 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $3,289,075 | 89,645 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $2,677,063 | 88,939 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $3,034,131 | 106,798 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $2,551,087 | 107,369 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $2,616,732 | 106,849 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $2,317,984 | 105,124 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,978,431 | 97,268 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,827,254 | 95,418 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $1,651,410 | 95,347 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,428,265 | 79,260 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $2,092,296 | 110,645 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $1,640,828 | 91,513 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,183,600 | 76,018 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $1,447,546 | 86,061 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $2,102,730 | 108,500 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $1,874,834 | 105,684 | Shares | Sole | 2022-01-14 |
| 2021-06-30 | $1,787,638 | 95,698 | Shares | Sole | 2021-07-26 |
| 2021-03-31 | $1,647,787 | 94,864 | Shares | Sole | 2021-05-21 |