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 |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 151 | $1,372,387 | 32,998 | 0.00 | 0.00 | 127 | 0.39 | 03-31-2024 |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 152 | $1,369,468 | 26,105 | 0.00 | 26,105 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 153 | $1,361,902 | 16,891 | 0.00 | 0.00 | 143 | 0.85 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 154 | $1,353,216 | 32,120 | 0.00 | 32,120 | +Inf | 03-31-2024 |
