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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | INTRST RATE HDGE | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | AGENCY BOND ETF | 1102 | $14,371 | 133 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 1103 | $13,963 | 76 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | U.S. MED DVC ETF | 1104 | $13,710 | 234 | 0.00 | 0.00 | -1,817 | -88.59 | 03-31-2024 |
