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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | LONG MUNI ETF | 1251 | $7,528 | 418 | 0.00 | 0.00 | -836 | -66.67 | 03-31-2024 |
| ISHARES TR | AGGRES ALLOC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 1253 | $7,201 | 25 | 0.00 | 0.00 | -418 | -94.36 | 03-31-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
