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 |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 155 | 3.93 | 12-31-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,720 | -22.32 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 203 | $916,591 | 8,396 | 0.00 | 0.00 | -51 | -0.60 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 204 | $902,676 | 14,861 | 0.00 | 0.00 | 10,816 | 267.39 | 03-31-2024 |
