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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | Liquidated | $0 | 0 | 0.00 | 2,051 | +Inf | 06-30-2024 | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 452 | $249,405 | 2,824 | 0.00 | 0.00 | 3 | 0.11 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 453 | $248,462 | 3,244 | 0.00 | 0.00 | -150 | -4.42 | 06-30-2024 |
| UNION PAC CORP | COM | 454 | $246,397 | 1,089 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
