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 |
|---|---|---|---|---|---|---|---|---|---|
| KRANESHARES TR | KFA MOUNT LUCAS | Liquidated | $0 | 0 | 0.00 | 0.00 | -30,242 | -65.27 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 302 | $460,818 | 6,061 | 0.00 | 0.00 | -1,255 | -17.15 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 303 | $456,320 | 2,390 | 0.00 | 0.00 | 6 | 0.25 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 304 | $454,077 | 11,560 | 0.00 | 0.00 | 50 | 0.43 | 03-31-2024 |
