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 | CONSER ALLOC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 1202 | $9,523 | 159 | 0.00 | 159 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 1203 | $9,515 | 508 | 0.00 | 508 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | INTERMED TERM | 1204 | $9,500 | 126 | 0.00 | 0.00 | -435 | -77.54 | 03-31-2024 |
