Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
396
$124.9 - $149.41 $49.5K - $59.2K
USB
Us Bancorp \De\

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,001
$54.51 - $61.1 $109K - $122K
CTXS
Citrix Systems Inc

Technology
Q3 2021 Filed on Nov 12, 2021
317
$99.0 - $118.93 $31.4K - $37.7K
CLNE
Clean Energy Fuels Corp.

Energy
Q3 2021 Filed on Nov 12, 2021
3,300
$6.62 - $10.44 $21.8K - $34.5K
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,227
$53.95 - $60.15 $66.2K - $73.8K
X
United States Steel Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
706
$21.48 - $29.45 $15.2K - $20.8K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2021 Filed on Nov 12, 2021
323
$66.46 - $78.03 $21.5K - $25.2K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,226
$14.9 - $16.69 $18.3K - $20.5K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,032
$26.97 - $29.83 $27.8K - $30.8K
DIAL
Columbia ETF Tr I Diversified

ETFs
Q3 2021 Filed on Nov 12, 2021
5,247
$21.36 - $21.73 $112K - $114K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2021 Filed on Nov 12, 2021
1,228
$108.12 - $124.7 $133K - $153K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
518
$17.27 - $32.64 $8.95K - $16.9K
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
89
$282.99 - $369.05 $25.2K - $32.8K
TWTR
Twitter, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
973
$59.66 - $71.69 $58K - $69.8K
CE
Celanese Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
300
$145.19 - $163.17 $43.6K - $49K
CX
Cemex Sab De Cv

Basic Materials
Q3 2021 Filed on Nov 12, 2021
4,926
$7.03 - $8.55 $34.6K - $42.1K
CNP
Centerpoint Energy Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
737
$24.43 - $26.9 $18K - $19.8K
Cerner Corp
Q3 2021 Filed on Nov 12, 2021
503
N/A
TRP
Tc Energy Corp

Energy
Q3 2021 Filed on Nov 12, 2021
304
$45.72 - $50.43 $13.9K - $15.3K
TTM
Tata Motors LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,540
$18.73 - $23.05 $28.8K - $35.5K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2021 Filed on Nov 12, 2021
860
$16.3 - $17.26 $14K - $14.8K
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 12, 2021
3,775
N/A
SID
National Steel CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
4,463
$5.11 - $9.49 $22.8K - $42.4K
ETR
Entergy Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
271
$99.26 - $114.83 $26.9K - $31.1K
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,072
$9.65 - $11.15 $10.3K - $12K
DOC
Physicians Realty Trust

Real Estate
Q3 2021 Filed on Nov 12, 2021
543
$17.62 - $18.97 $9.57K - $10.3K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q3 2021 Filed on Nov 12, 2021
449
$55.25 - $57.29 $24.8K - $25.7K
EUSB
Ishares Tr Esg Advanced Total

Technology
Q3 2021 Filed on Nov 12, 2021
1,468
$49.57 - $50.25 $72.8K - $73.8K
PESI
Perma Fix Environmental Services Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
2,683
$5.6 - $6.9 $15K - $18.5K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,529
$65.08 - $84.84 $99.5K - $130K
KLAC
Kla Corp

Technology
Q3 2021 Filed on Nov 12, 2021
75
$293.22 - $372.02 $22K - $27.9K
PAYX
Paychex Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
628
$106.73 - $118.19 $67K - $74.2K
KMI
Kinder Morgan, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
2,234
$15.68 - $18.67 $35K - $41.7K
KRG
Kite Realty Group Trust

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,000
$18.73 - $22.09 $18.7K - $22.1K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2021 Filed on Nov 12, 2021
389
$44.18 - $49.04 $17.2K - $19.1K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
280
$35.66 - $40.49 $9.98K - $11.3K
LAMR
Lamar Advertising CO

Real Estate
Q3 2021 Filed on Nov 12, 2021
113
$100.02 - $118.2 $11.3K - $13.4K
EEMA
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Nov 12, 2021
435
$82.58 - $91.94 $35.9K - $40K
IRM
Iron Mountain Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,409
$42.42 - $49.45 $59.8K - $69.7K
IRDM
Iridium Communications Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
4,500
$36.96 - $48.79 $166K - $220K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
220
$47.19 - $52.38 $10.4K - $11.5K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
634
$73.13 - $79.06 $46.4K - $50.1K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
1,114
$53.54 - $58.46 $59.6K - $65.1K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2021 Filed on Nov 12, 2021
288
$42.3 - $44.68 $12.2K - $12.9K
PBEE
Invesco ETF Tr Ii Purebeta Fts

ETFs
Q3 2021 Filed on Nov 12, 2021
6,084
N/A
PBDM
Invesco ETF Tr Ii Purebeta Fts

ETFs
Q3 2021 Filed on Nov 12, 2021
12,973
N/A
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
670
$50.37 - $80.29 $33.7K - $53.8K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Nov 12, 2021
11,819
$21.42 - $21.66 $253K - $256K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Nov 12, 2021
11,386
$22.18 - $22.41 $253K - $255K
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