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 | ESG SCRND S&P SM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,631 | 443.35 | 12-31-2023 |
| ISHARES TR | RUS 2000 GRW ETF | 552 | $144,096 | 532 | 0.00 | 0.00 | -34 | -6.01 | 03-31-2024 |
| ISHARES TR | HIGH YLD BD FCTR | Liquidated | $0 | 0 | 0.00 | 3,045 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRADED FD TR II | GLOBAL WATER | 554 | $139,332 | 3,232 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
