Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHSHIELD PARTNERS LLC | 04-29-2024 | 03-31-2024 | 475 | 618,204,470 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NUVEEN NASDAQ 100 DYNAMIC OV | COM SHS | 451 | $225,878 | 9,197 | 0.00 | 0.00 | -519 | -5.34 | 03-31-2024 |
MASTERCARD INCORPORATED | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -66 | -11.13 | 03-31-2024 |
LOWES COS INC | COM | 453 | $223,956 | 879 | 0.00 | 0.00 | -111 | -11.21 | 03-31-2024 |
VANECK ETF TRUST | VANECK SHRT MUNI | 454 | $223,353 | 13,123 | 0.00 | 0.00 | -4,962 | -27.44 | 03-31-2024 |