Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHBRIDGE CAPITAL MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 182 | 266,854,572 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US QUALITY VAL | 351 | $324,410 | 6,108 | 0.00 | 0.00 | 97 | 1.61 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 25 | 352 | $320,011 | 12,055 | 0.00 | 0.00 | -809 | -6.29 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 353 | $312,368 | 1,991 | 0.00 | 0.00 | -620 | -23.75 | 12-31-2023 |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | 354 | $302,414 | 20,461 | 0.00 | 0.00 | -8,934 | -30.39 | 12-31-2023 |
