Wealth Shield Partners, LLC Reduced Holdings in Q3 2024

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-38
- 2.54%
$38.1 - $44.5 $1.45K - $1.69K
1.46K $62K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-142
- 4.55%
$39.3 - $43.08 $5.58K - $6.12K
2.98K $128K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-515
- 2.09%
$45.6 - $46.83 $23.5K - $24.1K
24.1K $1.13M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-35
- 1.41%
$46.29 - $48.52 $1.62K - $1.7K
2.45K $118K
USA
Liberty All Star Equity Fund

Financial Services
-294
- 2.01%
$6.43 - $7.14 $1.89K - $2.1K
14.3K $102K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-186
- 1.38%
$73.86 - $84.2 $13.7K - $15.7K
13.3K $1.1M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
-184
- 1.49%
$8.75 - $9.5 $1.61K - $1.75K
12.2K $115K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-32
- 0.31%
$10.32 - $11.27 $330 - $361
10.4K $117K
HYG
Ishares Tr

ETFs
-3
- 0.11%
$76.72 - $80.36 $230 - $241
2.68K $215K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-255
- 5.76%
$86.85 - $95.74 $22.1K - $24.4K
4.17K $399K
PFF
Ishares Trust Ishares Pfd And

ETFs
-81
- 1.06%
$31.18 - $33.5 $2.53K - $2.71K
7.55K $250K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-218
- 2.93%
$54.33 - $59.01 $11.8K - $12.9K
7.23K $421K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-34
- 0.34%
$22.25 - $24.44 $757 - $831
9.96K $240K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.59%
$63.82 - $70.54 $1.15K - $1.27K
3.03K $213K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-1.01K
- 1.92%
$10.51 - $11.28 $10.6K - $11.3K
51.3K $579K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-100
- 1.54%
$97.81 - $108.79 $9.78K - $10.9K
6.4K $696K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-654
- 3.23%
$33.74 - $37.96 $22.1K - $24.8K
19.6K $736K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-57
- 0.19%
$49.93 - $51.15 $2.85K - $2.92K
29.7K $1.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-69
- 0.19%
$22.38 - $23.66 $1.54K - $1.63K
35.7K $836K
SPYG
Spdr Portfolio

ETFs
-736
- 2.23%
$73.38 - $84.1 $54K - $61.9K
32.3K $2.68M
VBK
Vanguard Small Cap Growth ETF

ETFs
-76
- 2.44%
$240.48 - $267.94 $18.3K - $20.4K
3.04K $812K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-181
- 0.86%
$43.99 - $46.63 $7.96K - $8.44K
20.9K $970K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-162
- 1.2%
$84.81 - $93.54 $13.7K - $15.2K
13.3K $1.23M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-95
- 0.99%
$106.11 - $113.72 $10.1K - $10.8K
9.5K $1.07M
EMB
Ishares Tr

ETFs
-83
- 0.79%
$87.75 - $93.74 $7.28K - $7.78K
10.4K $972K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-75
- 0.38%
$37.33 - $40.63 $2.8K - $3.05K
19.5K $790K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-90
- 1.13%
$108.44 - $120.37 $9.76K - $10.8K
7.89K $949K
EFG
Msci Eafe Growth ETF

ETFs
-3.97K
- 4.41%
$96.84 - $108.77 $384K - $432K
85.9K $9.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
-151
- 0.89%
$56.47 - $63.69 $8.53K - $9.62K
16.8K $1.06M
MMM
3 M CO

Industrials
-39
- 1.64%
$99.69 - $139.42 $3.89K - $5.44K
2.34K $320K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-353
- 1.42%
$32.65 - $36.84 $11.5K - $13K
24.5K $900K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-85
- 0.28%
$19.78 - $23.53 $1.68K - $2K
29.9K $692K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-756
- 1.62%
$32.04 - $37.11 $24.2K - $28.1K
46K $1.67M
IBM
International Business Machines Corp

Technology
-2
- 0.08%
$175.1 - $223.38 $350 - $447
2.5K $552K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.1K
- 4.99%
$25.45 - $29.53 $155K - $180K
116K $3.39M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-415
- 1.15%
$75.63 - $84.89 $31.4K - $35.2K
35.6K $3M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1.71K
- 2.81%
$34.35 - $39.16 $58.8K - $67K
59.3K $2.28M
IWC
Russell Micro Cap ETF

ETFs
-843
- 2.73%
$112.21 - $129.46 $94.6K - $109K
30K $3.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
-558
- 1.21%
$63.46 - $71.43 $35.4K - $39.9K
45.6K $3.23M
DUK
Duke Energy Corp

Utilities
-707
- 3.46%
$99.35 - $117.71 $70.2K - $83.2K
19.7K $2.27M
CTRE
Care Trust Reit, Inc.

Real Estate
-354
- 0.72%
$25.14 - $31.2 $8.9K - $11K
48.6K $1.5M
HD
Home Depot, Inc.

Consumer Cyclical
-1.5K
- 10.18%
$333.64 - $405.2 $499K - $606K
13.2K $5.34M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-14.4K
- 2.78%
$36.98 - $41.55 $533K - $599K
504K $20.7M
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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