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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | WORLD EX US CARB | 1051 | $17,402 | 381 | 0.00 | 381 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 1053 | $17,176 | 98 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 1054 | $17,130 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
