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 |
|---|---|---|---|---|---|---|---|---|---|
| DTE ENERGY CO | COM | 401 | $276,201 | 2,505 | 0.00 | 0.00 | 2 | 0.08 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 0.15 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 403 | $272,130 | 5,267 | 0.00 | 0.00 | 860 | 19.51 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 404 | $267,631 | 1,794 | 0.00 | 0.00 | 125 | 7.49 | 12-31-2023 |
