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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 401 | $265,603 | 5,840 | 0.00 | 0.00 | 1,440 | 32.73 | 03-31-2024 |
| SOUTHERN CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 264 | 6.88 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 403 | $264,805 | 2,320 | 0.00 | 0.00 | -100 | -4.13 | 03-31-2024 |
| PPL CORP | COM | 404 | $260,480 | 9,374 | 0.00 | 0.00 | -244 | -2.54 | 03-31-2024 |
