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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE TAX-MANAGED GLOB | COM | 551 | $126,502 | 16,386 | 0.00 | 0.00 | 363 | 2.27 | 12-31-2023 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 552 | $120,813 | 10,983 | 0.00 | 10,983 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | GLBX SUPRINC ETF | 553 | $90,800 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MFS MUN INCOME TR | SH BEN INT | 554 | $67,210 | 13,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
