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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PACER FDS TR | PACER US SMALL | 1352 | $4,580 | 93 | 0.00 | 93 | +Inf | 03-31-2024 | |
| FRANKLIN TEMPLETON ETF TR | MUNICIPAL GRN BD | 1353 | $4,306 | 180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 1354 | $4,223 | 115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
