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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 601 | $118,437 | 3,150 | 0.00 | 0.00 | -5,150 | -62.05 | 03-31-2024 |
| ISHARES TR | USD GRN BOND ETF | 602 | $116,475 | 2,484 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TEMPLETON EMERGING MKTS FD | COM | Liquidated | $0 | 0 | 0.00 | 10,132 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
