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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQT BUFR APR | 1301 | $6,006 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG INTL T | 1302 | $5,960 | 268 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | US AI ENHANCED | 1303 | $5,937 | 58 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 1304 | $5,632 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
