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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 1001 | $21,676 | 416 | 0.00 | 0.00 | -8 | -1.89 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 1002 | $19,949 | 1,309 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 1003 | $19,899 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | COHEN STEER REIT | 1004 | $19,560 | 339 | 0.00 | 0.00 | 31 | 10.06 | 03-31-2024 |
