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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 501 | $221,043 | 6,565 | 0.00 | 6,565 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | 502 | $220,742 | 5,051 | 0.00 | 0.00 | -1,521 | -23.14 | 12-31-2023 |
| PACER FDS TR | TRENDPILOT US BD | 503 | $220,164 | 10,755 | 0.00 | 0.00 | -444 | -3.96 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 504 | $219,501 | 3,384 | 0.00 | 3,384 | +Inf | 12-31-2023 |
