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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | Liquidated | $0 | 0 | 0.00 | 8,722 | +Inf | 12-31-2023 | |
| UNITED STS COMMODITY INDEX F | COMM IDX FND | 252 | $647,816 | 10,629 | 0.00 | 0.00 | 908 | 9.34 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 253 | $618,598 | 12,262 | 0.00 | 0.00 | -2,983 | -19.57 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | 254 | $606,199 | 29,862 | 0.00 | 0.00 | -300 | -0.99 | 03-31-2024 |
