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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO BD FD | COM | 451 | $246,478 | 16,205 | 0.00 | 16,205 | +Inf | 12-31-2023 | |
| PHILLIPS 66 | COM | 452 | $246,332 | 1,850 | 0.00 | 0.00 | -6 | -0.32 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 28 | 453 | $245,640 | 9,599 | 0.00 | 0.00 | -762 | -7.35 | 12-31-2023 |
| STANLEY BLACK & DECKER INC | COM | 454 | $244,367 | 2,491 | 0.00 | 0.00 | 6 | 0.24 | 12-31-2023 |
