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 ULTRA B | 851 | $36,962 | 1,106 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 852 | $36,639 | 388 | 0.00 | 388 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI AC ASIA ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG AWR US AGRGT | 854 | $36,377 | 773 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
