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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 51 | $2,877,563 | 14,041 | 0.00 | 0.00 | -300 | -2.09 | 06-30-2024 |
| SELECT SECTOR SPDR TR | INDL | 52 | $2,813,501 | 23,086 | 0.00 | 0.00 | 1,267 | 5.81 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 53 | $2,612,036 | 68,485 | 0.00 | 0.00 | 2,213 | 3.34 | 06-30-2024 |
| ISHARES TR | S&P 500 VAL ETF | 54 | $2,363,050 | 12,983 | 0.00 | 0.00 | -316 | -2.38 | 06-30-2024 |
