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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN MUN VALUE FD INC | COM | 301 | $393,446 | 45,591 | 0.00 | 0.00 | -6,630 | -12.70 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 302 | $392,571 | 7,170 | 0.00 | 0.00 | 34 | 0.48 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 303 | $390,760 | 5,165 | 0.00 | 0.00 | 5 | 0.10 | 06-30-2024 |
| AMPHENOL CORP NEW | CL A | 304 | $389,804 | 5,786 | 0.00 | 0.00 | 2,966 | 105.18 | 06-30-2024 |
