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 |
|---|---|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP | COM | Liquidated | $0 | 0 | 0.00 | 671 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI ACWI EX US | 502 | $194,446 | 3,642 | 0.00 | 0.00 | -1,122 | -23.55 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 503 | $187,194 | 5,682 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 504 | $185,693 | 10,231 | 0.00 | 10,231 | +Inf | 03-31-2024 |
