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 | ISHS 1-5YR INVS | 651 | $89,381 | 1,743 | 0.00 | 0.00 | -13 | -0.74 | 03-31-2024 |
| WISDOMTREE TR | US TOTAL DIVIDND | 652 | $89,319 | 1,263 | 0.00 | 0.00 | 253 | 25.05 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 653 | $88,355 | 655 | 0.00 | 655 | +Inf | 03-31-2024 | |
| VANECK ETF TRUST | PREFERRED SECURT | 654 | $88,185 | 4,985 | 0.00 | 0.00 | 200 | 4.18 | 03-31-2024 |
