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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MICRO-CAP ETF | 51 | $3,686,388 | 30,418 | 0.00 | 0.00 | -6,108 | -16.72 | 03-31-2024 |
| WALMART INC | COM | 52 | $3,560,737 | 58,981 | 0.00 | 0.00 | 39,738 | 206.51 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 53 | $3,522,456 | 53,484 | 0.00 | 0.00 | 1,719 | 3.32 | 03-31-2024 |
| ISHARES TR | MBS ETF | 54 | $3,519,145 | 38,078 | 0.00 | 0.00 | 1,991 | 5.52 | 03-31-2024 |
