Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

SELL
$24.98 - $27.64 $242,805 - $268,660
-9,720 Reduced 22.32%
33,831 $932,000
Q2 2023

Aug 03, 2023

SELL
$23.37 - $25.85 $130,357 - $144,191
-5,578 Reduced 11.35%
43,551 $1.11 Million
Q1 2023

May 08, 2023

BUY
$23.42 - $28.15 $857,874 - $1.03 Million
36,630 Added 293.06%
49,129 $1.15 Million
Q4 2022

Feb 13, 2023

BUY
$26.01 - $30.06 $325,098 - $375,719
12,499 New
12,499 $325,000

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.