Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHBRIDGE CAPITAL MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 187 | 303,977,719 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 101 | $1,378,838 | 8,361 | 0.00 | 0.00 | -485 | -5.48 | 06-30-2024 |
| WISDOMTREE TR | US LARGECAP DIVD | 102 | $1,348,338 | 18,534 | 0.00 | 0.00 | -887 | -4.57 | 06-30-2024 |
| GLOBAL X FDS | US INFR DEV ETF | 103 | $1,346,932 | 36,384 | 0.00 | 0.00 | 4,907 | 15.59 | 06-30-2024 |
| TESLA INC | COM | 104 | $1,318,474 | 6,663 | 0.00 | 0.00 | -2,937 | -30.59 | 06-30-2024 |
