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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLB CNSM STP ETF | 201 | $665,358 | 11,069 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MSCI USA ESG SLC | 202 | $664,530 | 5,914 | 0.00 | 0.00 | -219 | -3.57 | 06-30-2024 |
| ABBOTT LABS | COM | 203 | $643,099 | 6,189 | 0.00 | 0.00 | -88 | -1.40 | 06-30-2024 |
| VICI PPTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,831 | 33.19 | 06-30-2024 |
