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 | ISHS 1-5YR INVS | 401 | $287,149 | 5,604 | 0.00 | 5,604 | +Inf | 06-30-2024 | |
| ISHARES TR | TIPS BD ETF | 402 | $285,570 | 2,674 | 0.00 | 0.00 | -1,575 | -37.07 | 06-30-2024 |
| SOUTHERN CO | COM | 403 | $283,518 | 3,655 | 0.00 | 0.00 | -17 | -0.46 | 06-30-2024 |
| ISHARES TR | CORE HIGH DV ETF | 404 | $282,142 | 2,596 | 0.00 | 0.00 | 7 | 0.27 | 06-30-2024 |
