Spire Wealth Management’s Thomson Reuters TRI Stock Holding History

Spire Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-381	Closed	-$34.8K	–	2373
2026 Q1	$34.8K	Hold	381	–	–	﹤0.01%	1273
2025 Q4	$51K	Sell	381 -630	-62%	-$91.2K	﹤0.01%	1179
2025 Q3	$160K	Sell	1,011 -10	-1%	-$1.87K	0.01%	846
2025 Q2	$209K	Sell	1,021 -1,021	-50%	-$194K	0.01%	756
2025 Q1	$358K	Buy	2,042 +103	+5%	+$17.8K	0.01%	669
2024 Q4	$316K	Buy	+1,939	New	+$327K	0.01%	690
2023 Q2	–	Sell	-413	Closed	-$56.6K	–	2541
2023 Q1	$56.6K	Sell	413 -8	-2%	-$1.02K	﹤0.01%	1148
2022 Q4	$51K	Hold	421	–	–	﹤0.01%	989
2022 Q3	$46K	Buy	421 +9	+2%	+$1.04K	﹤0.01%	980
2022 Q2	$45K	Hold	412	–	–	﹤0.01%	1334
2022 Q1	$47K	Buy	412 +9	+2%	+$1K	﹤0.01%	1475
2021 Q4	$51K	Hold	403	–	–	﹤0.01%	1727
2021 Q3	$47K	Hold	403	–	–	﹤0.01%	1504
2021 Q2	$42K	Sell	403 -61	-13%	-$6.11K	﹤0.01%	1553
2021 Q1	$43K	Buy	+464	New	+$41.3K	﹤0.01%	1806

Other funds holding TRI

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return