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 |
|---|---|---|---|---|---|---|---|---|---|
| MFS INTER INCOME TR | SH BEN INT | 951 | $26,600 | 10,000 | 0.00 | 10,000 | +Inf | 03-31-2024 | |
| ISHARES TR | U.S. UTILITS ETF | 952 | $25,863 | 306 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO DB MULTI-SECTOR COMM | OIL FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 954 | $24,829 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
