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 MSCI LEADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 802 | $44,706 | 790 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | GLB HIGH DIV FD | 803 | $44,147 | 868 | 0.00 | 0.00 | 371 | 74.65 | 03-31-2024 |
| PACER FDS TR | TRENDP US MID CP | 804 | $44,029 | 1,222 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
