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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 351 | $339,303 | 4,035 | 0.00 | 0.00 | -1,657 | -29.11 | 03-31-2024 |
| CATERPILLAR INC | COM | 352 | $338,892 | 925 | 0.00 | 0.00 | -102 | -9.93 | 03-31-2024 |
| ISHARES TR | CONV BD ETF | 353 | $336,371 | 4,214 | 0.00 | 0.00 | 3,384 | 407.71 | 03-31-2024 |
| GLOBAL X FDS | GLOBAL X URANIUM | 354 | $333,448 | 11,566 | 0.00 | 0.00 | -12,850 | -52.63 | 03-31-2024 |
