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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 251 | $523,346 | 4,115 | 0.00 | 0.00 | -60 | -1.44 | 06-30-2024 |
| GLOBAL X FDS | US PFD ETF | 252 | $519,552 | 26,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 253 | $515,543 | 4,962 | 0.00 | 0.00 | 667 | 15.53 | 06-30-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 254 | $507,489 | 5,484 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
