Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Nov 12, 2021
11,413
$22.09 - $22.22 $252K - $254K
KLDW
Investment Managers Series Tru
Q3 2021 Filed on Nov 12, 2021
1,012
N/A
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
733
$17.63 - $19.43 $12.9K - $14.2K
RODM
Hartford Multifactor Developed

ETFs
Q3 2021 Filed on Nov 12, 2021
411
$30.1 - $31.87 $12.4K - $13.1K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,457
$44.84 - $51.74 $200K - $231K
PPG
Ppg Industries Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
814
$143.01 - $172.3 $116K - $140K
Nuance Communications Inc
Q3 2021 Filed on Nov 12, 2021
223
N/A
MLAB
Mesa Laboratories Inc

Technology
Q3 2021 Filed on Nov 12, 2021
150
$266.92 - $322.44 $40K - $48.4K
NVAX
Novavax Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
500
$177.8 - $270.58 $88.9K - $135K
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
265
$55.86 - $63.61 $14.8K - $16.9K
NVS
Novartis Ag

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,118
$81.78 - $95.14 $91.4K - $106K
GEN
Gen Digital Inc Com
Q3 2021 Filed on Nov 12, 2021
914
N/A
MRNA
Moderna, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
278
$221.9 - $484.47 $61.7K - $135K
MNST
Monster Beverage Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
694
$88.83 - $98.79 $61.6K - $68.6K
NOK
Nokia Corp

Technology
Q3 2021 Filed on Nov 12, 2021
7,200
$5.35 - $6.29 $38.5K - $45.3K
NGG
National Grid PLC

Utilities
Q3 2021 Filed on Nov 12, 2021
1,045
$59.63 - $67.01 $62.3K - $70K
NEM
Newmont Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
1,590
$53.71 - $63.98 $85.4K - $102K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
8,730
$9.79 - $10.06 $85.5K - $87.8K
MAS
Masco Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
278
$55.05 - $62.93 $15.3K - $17.5K
MAR
Marriott International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
513
$130.0 - $154.32 $66.7K - $79.2K
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
333
$65.67 - $112.75 $21.9K - $37.5K
PKX
Posco Holdings Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
506
$65.66 - $79.75 $33.2K - $40.4K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
446
$177.8 - $200.2 $79.3K - $89.3K
OTTR
Otter Tail Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
1,643
$47.98 - $57.73 $78.8K - $94.9K
LUMN
Lumen Technologies, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
1,020
$11.34 - $13.74 $11.6K - $14K
OSK
Oshkosh Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
100
$102.37 - $125.59 $10.2K - $12.6K
LYFT
Lyft, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
216
$45.89 - $62.79 $9.91K - $13.6K
OKE
Oneok Inc

Energy
Q3 2021 Filed on Nov 12, 2021
1,013
$49.27 - $58.9 $49.9K - $59.7K
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2021 Filed on Nov 12, 2021
253
$45.18 - $50.0 $11.4K - $12.7K
MGA
Magna International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
193
$74.21 - $94.14 $14.3K - $18.2K
MTW
Manitowoc CO Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
525
$20.52 - $26.92 $10.8K - $14.1K
NTR
Nutrien Ltd.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
550
$57.51 - $66.26 $31.6K - $36.4K
NYMT
New York Mortgage Trust Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
7,000
$4.2 - $4.55 $29.4K - $31.9K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
468
$30.9 - $38.88 $14.5K - $18.2K
EFX
Equifax Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
470
$241.17 - $278.28 $113K - $131K
ROK
Rockwell Automation, Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
74
$284.0 - $327.14 $21K - $24.2K
FBNC
First Bancorp

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,706
$37.87 - $43.75 $140K - $162K
AG
First Majestic Silver Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
800
$11.07 - $15.65 $8.86K - $12.5K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,700
$10.0 - $10.33 $37K - $38.2K
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Nov 12, 2021
430
$65.37 - $89.39 $28.1K - $38.4K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q3 2021 Filed on Nov 12, 2021
334
$109.95 - $117.63 $36.7K - $39.3K
FTA
First Tr Large Cap Value

ETFs
Q3 2021 Filed on Nov 12, 2021
320
$63.75 - $67.86 $20.4K - $21.7K
FTC
First Tr Lge Cap Growth

ETFs
Q3 2021 Filed on Nov 12, 2021
733
$107.61 - $119.12 $78.9K - $87.3K
FEP
First Trust Europe Alphadex Fu

ETFs
Q3 2021 Filed on Nov 12, 2021
418
$41.36 - $44.99 $17.3K - $18.8K
FDT
First Trust Developed Markets

ETFs
Q3 2021 Filed on Nov 12, 2021
179
$60.7 - $64.8 $10.9K - $11.6K
FEM
First Trust Emerging Markets A

ETFs
Q3 2021 Filed on Nov 12, 2021
540
$26.13 - $29.21 $14.1K - $15.8K
FMF
First Trust Managed Futures St

ETFs
Q3 2021 Filed on Nov 12, 2021
343
$46.88 - $49.26 $16.1K - $16.9K
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
437
$42.21 - $49.06 $18.4K - $21.4K
FFIV
F5, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
400
$182.95 - $212.95 $73.2K - $85.2K
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