Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CCI
Crown Castle International Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
679
$173.32 - $203.28 $118K - $138K
CCK
Crown Holdings Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
291
$97.29 - $111.8 $28.3K - $32.5K
Slack Technologies Inc
Q3 2021 Filed on Nov 12, 2021
1,000
N/A
AOS
Smith A O Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
3,711
$61.07 - $73.71 $227K - $274K
DOW
Dow Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
355
$55.53 - $65.38 $19.7K - $23.2K
SONY
Sony Group Corp

Technology
Q3 2021 Filed on Nov 12, 2021
382
$96.61 - $117.61 $36.9K - $44.9K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
603
$45.44 - $57.28 $27.4K - $34.5K
SNOW
Snowflake Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
375
$236.75 - $324.08 $88.8K - $122K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2021 Filed on Nov 12, 2021
1,373
$14.39 - $20.62 $19.8K - $28.3K
VLO
Valero Energy Corp

Energy
Q3 2021 Filed on Nov 12, 2021
774
$60.2 - $78.07 $46.6K - $60.4K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,412
$26.88 - $28.77 $91.7K - $98.2K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,543
$20.25 - $22.54 $71.7K - $79.9K
BCE
Bce Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
2,325
$48.52 - $52.77 $113K - $123K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q3 2021 Filed on Nov 12, 2021
5,161
$5.72 - $6.93 $29.5K - $35.8K
SQ
Block, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
49
$233.69 - $281.81 $11.5K - $13.8K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,127
$21.59 - $23.82 $24.3K - $26.8K
AYRO
Ayro, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
3,521
$3.26 - $4.99 $11.5K - $17.6K
DELL
Dell Technologies Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
597
$46.78 - $53.41 $27.9K - $31.9K
DHC
Diversified Healthcare Trust

Real Estate
Q3 2021 Filed on Nov 12, 2021
9,678
$3.39 - $4.25 $32.8K - $41.1K
SNAP
Snap Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
522
$59.31 - $83.11 $31K - $43.4K
GLW
Corning Inc

Technology
Q3 2021 Filed on Nov 12, 2021
1,599
$36.49 - $41.86 $58.3K - $66.9K
BLK
Black Rock Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
130
$838.66 - $954.94 $109K - $124K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
244
$164.66 - $186.52 $40.2K - $45.5K
CRH
Crh Public LTD CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
676
$46.74 - $53.76 $31.6K - $36.3K
TD
Toronto Dominion Bank

Financial Services
Q3 2021 Filed on Nov 12, 2021
164
$63.87 - $70.76 $10.5K - $11.6K
TKR
Timken CO

Industrials
Q3 2021 Filed on Nov 12, 2021
157
$65.42 - $80.71 $10.3K - $12.7K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
4,279
$14.51 - $15.78 $62.1K - $67.5K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q3 2021 Filed on Nov 12, 2021
652
$55.21 - $60.08 $36K - $39.2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
187
$509.53 - $609.78 $95.3K - $114K
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
1,655
$67.81 - $87.53 $112K - $145K
KMX
Carmax Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
105
$124.24 - $146.45 $13K - $15.4K
TX
Ternium S.A.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
959
$38.82 - $56.19 $37.2K - $53.9K
TU
Telus Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
542
$21.73 - $23.6 $11.8K - $12.8K
BB
Blackberry LTD

Technology
Q3 2021 Filed on Nov 12, 2021
1,000
$9.37 - $12.17 $9.37K - $12.2K
Translate Bio Inc
Q3 2021 Filed on Nov 12, 2021
1,000
N/A
BKH
Black Hills Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
224
$62.28 - $72.59 $14K - $16.3K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
5,366
$15.19 - $17.24 $81.5K - $92.5K
TWLO
Twilio Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
192
$312.8 - $409.84 $60.1K - $78.7K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
25
$2067.55 - $2491.35 $51.7K - $62.3K
TPB
Turning Point Brands, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
413
$43.98 - $53.6 $18.2K - $22.1K
TRMB
Trimble Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
600
$78.71 - $95.72 $47.2K - $57.4K
EAT
Brinker International, Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
742
$48.25 - $63.93 $35.8K - $47.4K
BNTX
Bio N Tech Se

Healthcare
Q3 2021 Filed on Nov 12, 2021
270
$205.93 - $447.23 $55.6K - $121K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,556
$35.28 - $39.52 $54.9K - $61.5K
BAM
Brookfield Asset Management Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,441
$47.88 - $57.38 $117K - $140K
BRO
Brown & Brown, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
300
$52.31 - $58.94 $15.7K - $17.7K
TFX
Teleflex Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
85
$360.3 - $422.82 $30.6K - $35.9K
FUN
Cedar Fair L P

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
576
$40.18 - $46.57 $23.1K - $26.8K
UGI
Ugi Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
1,000
$42.18 - $48.09 $42.2K - $48.1K
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