Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSHIELD PARTNERS LLC | 04-29-2024 | 03-31-2024 | 475 | 618,204,470 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $39,212,703 | 74,587 | 0.01 | 0.01 | -16,412 | -18.04 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $20,022,416 | 513,132 | 0.00 | 0.00 | -22,324 | -4.17 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $14,776,905 | 159,371 | 0.00 | 0.00 | -17,716 | -10.00 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 4 | $12,984,524 | 284,811 | 0.00 | 0.00 | 69,728 | 32.42 | 03-31-2024 |
