Wealth Shield Partners, LLC Sells in Q3 2024

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-23.6K
- 88.12%
$61.74 - $76.08 $1.45M - $1.79M
3.17K $205K
HEFA
Ishares Currency Hedged Msci E

ETFs
-48.8K
- 88.87%
$32.34 - $35.85 $1.58M - $1.75M
6.11K $216K
CSCO
Cisco Systems, Inc.

Technology
-34.3K
- 89.59%
$44.74 - $53.22 $1.53M - $1.82M
3.98K $211K
IEMG
Ishares Inc

ETFs
-27.5K
- 10.72%
$53.64 - $53.64 $1.47M - $1.47M
229K $12.3M
CVX
Chevron Corp

Energy
-8.54K
- 64.07%
$137.88 - $161.97 $1.18M - $1.38M
4.79K $705K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-50.5K
- 46.7%
$25.19 - $25.5 $1.27M - $1.29M
57.6K $1.47M
FANG
Diamondback Energy, Inc.

Energy
-4.3K
- 32.83%
$168.46 - $210.94 $725K - $908K
8.8K $1.52M
TJX
Tjx Companies Inc

Consumer Cyclical
-7.13K
- 21.39%
$107.93 - $120.23 $769K - $857K
26.2K $3.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.94K
- 68.92%
$105.92 - $110.83 $524K - $548K
2.23K $246K
AMZN
Amazon Com Inc

Consumer Cyclical
-889
- 2.11%
$161.02 - $200.0 $143K - $178K
41.3K $7.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.53K
- 5.41%
$92.63 - $105.69 $790K - $901K
149K $15.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-8.07K
- 16.0%
$95.1 - $106.76 $768K - $862K
42.4K $4.52M
TFLO
Ishares Treasury Floating Rate

ETFs
-5.95K
- 76.14%
$50.42 - $50.66 $300K - $301K
1.86K $94K
LLY
Eli Lilly & CO

Healthcare
-146
- 3.84%
$772.14 - $960.02 $113K - $140K
3.66K $3.24M
BAC
Bank Of America Corp

Financial Services
-4.81K
- 36.37%
$36.65 - $44.13 $176K - $212K
8.41K $333K
ETN
Eaton Corp PLC

Industrials
-1.13K
- 10.36%
$272.52 - $333.02 $307K - $376K
9.76K $3.23M
FDN
First Tr Fd Dow Jones

ETFs
-965
- 11.52%
$183.68 - $212.48 $177K - $205K
7.42K $1.57M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-2.16K
- 62.18%
$61.97 - $69.37 $134K - $150K
1.32K $90K
BA
Boeing CO

Industrials
-186
- 8.54%
$152.04 - $190.6 $28.3K - $35.5K
1.99K $302K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.83K
- 24.39%
$56.52 - $63.23 $104K - $116K
5.68K $349K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.46K
- 5.72%
$81.1 - $89.18 $281K - $309K
57.1K $5.01M
CRM
Salesforce, Inc.

Technology
-815
- 8.13%
$238.42 - $276.53 $194K - $225K
9.2K $2.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.78K
- 3.58%
$84.77 - $97.13 $490K - $561K
156K $14.9M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.69K
- 69.41%
$20.0 - $20.91 $33.9K - $35.4K
746 $15K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-651
- 5.29%
$50.25 - $50.74 $32.7K - $33K
11.7K $591K
IWS
Ishares Russell Midcap Value E

ETFs
-405
- 16.84%
$119.52 - $132.25 $48.4K - $53.6K
2K $264K
SMB
Vaneck Short Muni ETF

ETFs
-1.51K
- 15.19%
$16.96 - $17.29 $25.7K - $26.2K
8.45K $146K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-914
- 12.29%
$31.31 - $33.23 $28.6K - $30.4K
6.52K $216K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-578
- 19.67%
$41.34 - $43.55 $23.9K - $25.2K
2.36K $101K
OEF
Ishares S&P 100 ETF

ETFs
-65
- 2.76%
$266.03 - $266.03 $17.3K - $17.3K
2.29K $608K
MINO
Pimco ETF Tr Municipal Income

ETFs
-506
- 3.71%
$45.07 - $46.16 $22.8K - $23.4K
13.1K $605K
XMPT
Vaneck Cef Muni Income ETF

ETFs
-1.03K
- 11.19%
$21.85 - $23.17 $22.4K - $23.8K
8.14K $188K
IXC
Ishares Tr Global Energy ETF

ETFs
-186
- 4.58%
$38.94 - $42.35 $7.24K - $7.88K
3.88K $156K
VCIT
Vanguard Intermediate Term Cor

ETFs
-193
- 11.86%
$79.29 - $84.02 $15.3K - $16.2K
1.43K $120K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-387
- 10.63%
$50.99 - $57.81 $19.7K - $22.4K
3.26K $186K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-158
- 33.26%
$53.41 - $57.9 $8.44K - $9.15K
317 $18K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-330
- 8.34%
$59.93 - $66.52 $19.8K - $22K
3.63K $241K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-172
- 21.23%
$41.95 - $43.42 $7.22K - $7.47K
638 $27K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-196
- 10.81%
$56.29 - $62.74 $11K - $12.3K
1.62K $101K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-211
- 10.93%
$83.76 - $91.82 $17.7K - $19.4K
1.72K $156K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-65
- 60.75%
$100.09 - $100.69 $6.51K - $6.54K
42 $4K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.55K
- 8.13%
$29.23 - $33.51 $45.4K - $52K
17.6K $580K
MLN
Vaneck Long Muni ETF

ETFs
-111
- 26.56%
$17.77 - $18.32 $1.97K - $2.03K
307 $5K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-60
- 0.64%
$23.06 - $25.77 $1.38K - $1.55K
9.27K $232K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-57
- 1.69%
$152.9 - $180.39 $8.72K - $10.3K
3.32K $579K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-13
- 4.22%
$79.58 - $91.64 $1.03K - $1.19K
295 $26K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-131
- 2.1%
$47.18 - $48.74 $6.18K - $6.38K
6.1K $296K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-65
- 5.15%
$70.02 - $76.68 $4.55K - $4.98K
1.2K $91K
DEW
Wisdomtree Tr Global High Divi

ETFs
-32
- 3.69%
$50.05 - $55.83 $1.6K - $1.79K
836 $45K
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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