Wealth Shield Partners, LLC Purchases in Q3 2024

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
3.15K
New
$63.12 - $72.99 $199K - $230K
3.15K $225K
KO
Coca Cola CO

Consumer Defensive
1.2K
+ 7.15%
$62.69 - $73.01 $75.3K - $87.7K
18K $1.29M
RY
Royal Bank Of Canada

Financial Services
1.79K
New
$105.65 - $124.73 $190K - $224K
1.79K $223K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.34K
New
$58.03 - $65.37 $194K - $218K
3.34K $216K
SCHA
Schwab Strategic Tr Us Small C

ETFs
69
+ 0.13%
$46.9 - $51.96 $3.24K - $3.59K
52.2K $2.69M
IFRA
Ishares Tr

ETFs
2.18K
+ 9.7%
$41.55 - $46.97 $90.5K - $102K
24.6K $1.16M
COP
Conocophillips

Energy
2K
New
$102.3 - $116.61 $204K - $233K
2K $210K
LNG
Cheniere Energy, Inc.

Energy
1.16K
New
$172.24 - $186.09 $200K - $217K
1.16K $209K
BK
Bank Of New York Mellon Corp

Financial Services
2.87K
New
$59.54 - $72.17 $171K - $207K
2.87K $205K
SO
Southern CO

Utilities
2.25K
New
$77.0 - $90.52 $174K - $204K
2.25K $203K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.98K
+ 6.66%
$37.61 - $41.72 $74.4K - $82.5K
31.7K $1.32M
MBB
Ishares Tr

ETFs
444
+ 1.14%
$90.85 - $96.66 $40.3K - $42.9K
39.5K $3.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
900
+ 47.34%
$175.46 - $203.3 $158K - $183K
2.8K $567K
XLU
Utilities Sector Spdr

ETFs
250
+ 1.78%
$67.67 - $80.78 $16.9K - $20.2K
14.3K $1.15M
VB
Vanguard Small Cap ETF

ETFs
585
+ 21.95%
$214.77 - $237.72 $126K - $139K
3.25K $770K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
71
+ 0.21%
$75.47 - $83.18 $5.36K - $5.91K
33.8K $2.81M
VTI
Vanguard Total Stock Market Et

ETFs
448
+ 13.64%
$255.18 - $283.2 $114K - $127K
3.73K $1.06M
UPS
United Parcel Service Inc

Industrials
1.26K
+ 55.79%
$123.32 - $147.38 $155K - $185K
3.51K $478K
BMY
Bristol Myers Squibb CO

Healthcare
1.36K
+ 14.71%
$39.66 - $51.75 $54.1K - $70.5K
10.6K $549K
WDIV
Spdr S&P Global Dividend ETF

ETFs
627
+ 3.86%
$59.25 - $67.03 $37.1K - $42K
16.9K $1.12M
EEM
Ishares Msci Emerging Markets

ETFs
2.64K
+ 19.74%
$40.42 - $46.7 $107K - $123K
16K $735K
WFC
Wells Fargo & Company

Financial Services
3.17K
+ 48.04%
$51.58 - $60.97 $163K - $193K
9.76K $551K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
480
+ 1.9%
$96.25 - $101.98 $46.2K - $49K
25.7K $2.6M
ABBV
Abb Vie Inc.

Healthcare
163
+ 3.52%
$163.84 - $199.33 $26.7K - $32.5K
4.79K $946K
QQQ
Invesco Qqq Trust, Series 1

ETFs
288
+ 24.26%
$434.77 - $502.96 $125K - $145K
1.48K $719K
IWD
Ishares Russell 1000 Val ETF

ETFs
397
+ 8.06%
$173.36 - $189.8 $68.8K - $75.4K
5.32K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
393
+ 3.96%
$160.76 - $177.82 $63.2K - $69.9K
10.3K $1.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
56
+ 0.14%
$61.11 - $67.85 $3.42K - $3.8K
40.2K $2.72M
FBT
First Trust Nyse Arca Biotechn

ETFs
458
+ 12.33%
$152.39 - $172.91 $69.8K - $79.2K
4.17K $717K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.66K
+ 11.26%
$41.9 - $48.26 $69.6K - $80.2K
16.4K $785K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
3.71K
+ 11.52%
$18.31 - $20.21 $67.9K - $75K
35.9K $725K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
309
+ 3.25%
$111.9 - $124.28 $34.6K - $38.4K
9.83K $1.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
276
+ 1.66%
$77.02 - $85.06 $21.3K - $23.5K
16.9K $1.43M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.5K
+ 1000.0%
$35.57 - $37.86 $124K - $133K
3.85K $145K
VNQ
Vanguard Specialized Funds Van

ETFs
444
+ 6.85%
$82.97 - $98.97 $36.8K - $43.9K
6.93K $674K
CAT
Caterpillar Inc

Industrials
194
+ 20.97%
$316.8 - $391.12 $61.5K - $75.9K
1.12K $437K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
460
+ 1.68%
$60.84 - $67.51 $28K - $31.1K
27.9K $1.88M
JNJ
Johnson & Johnson

Healthcare
172
+ 2.76%
$145.48 - $167.38 $25K - $28.8K
6.41K $1.04M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
326
+ 4.47%
$127.29 - $141.5 $41.5K - $46.1K
7.61K $1.06M
IJS
Ishares S&P Smallcap 600 Value

ETFs
361
+ 4.67%
$95.81 - $109.03 $34.6K - $39.4K
8.09K $871K
NUSC
Nuveen Esg Small Cap ETF

ETFs
63
+ 0.19%
$38.89 - $42.97 $2.45K - $2.71K
33.5K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
23
+ 0.23%
$332.02 - $382.76 $7.64K - $8.8K
10.1K $3.77M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
213
+ 23.99%
$386.81 - $423.12 $82.4K - $90.1K
1.1K $465K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.01%
$48.51 - $52.86 $146 - $159
28K $1.48M
XOM
Exxon Mobil Corp

Energy
833
+ 10.28%
$109.72 - $119.0 $91.4K - $99.1K
8.94K $1.05M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.93K
New
$52.1 - $59.66 $101K - $115K
1.93K $114K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.7K
New
$39.49 - $42.12 $107K - $114K
2.7K $113K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
141
+ 14.84%
$523.84 - $572.02 $73.9K - $80.7K
1.09K $621K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
215
+ 1.75%
$113.45 - $126.18 $24.4K - $27.1K
12.5K $1.58M
Activity Summary
Buys All Purchases 262 New Holdings 41 Increased Positions 221 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 1
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