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 | IBONDS DEC 26 | 501 | $229,856 | 9,078 | 0.00 | 0.00 | -2,029 | -18.27 | 06-30-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 502 | $228,871 | 997 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AGILON HEALTH INC | COM | 503 | $227,736 | 34,822 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DEERE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -151 | -21.51 | 06-30-2024 |
