Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FAST
Fastenal CO

Industrials
Q3 2021 Filed on Nov 12, 2021
1,783
$51.61 - $56.21 $92K - $100K
SLB
Schlumberger Limited

Energy
Q3 2021 Filed on Nov 12, 2021
2,319
$26.44 - $33.07 $61.3K - $76.7K
SAP
Sap Se

Technology
Q3 2021 Filed on Nov 12, 2021
351
$135.04 - $150.2 $47.4K - $52.7K
SNY
Sanofi

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,144
$47.89 - $53.12 $54.8K - $60.8K
WTRG
Essential Utilities, Inc.

Utilities
Q3 2021 Filed on Nov 12, 2021
660
$46.08 - $51.15 $30.4K - $33.8K
ESS
Essex Property Trust, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
604
$303.93 - $337.0 $184K - $204K
ETSY
Etsy Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
190
$178.36 - $226.98 $33.9K - $43.1K
EXAS
Exact Sciences Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
155
$90.24 - $124.05 $14K - $19.2K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2021 Filed on Nov 12, 2021
615
$48.16 - $48.66 $29.6K - $29.9K
RLY
Ssga Active ETF Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
1,994
$27.44 - $29.03 $54.7K - $57.9K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
6,406
$141.52 - $150.69 $907K - $965K
EXPD
Expeditors International Of Washington Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
1,792
$119.13 - $130.36 $213K - $234K
RYAAY
Ryanair Holdings PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
251
$97.83 - $115.37 $24.6K - $29K
FTGC
First Trust Global Tactical CO

ETFs
Q3 2021 Filed on Nov 12, 2021
500
$22.72 - $24.29 $11.4K - $12.1K
FAAR
First Trust Vii Alternative Ab

ETFs
Q3 2021 Filed on Nov 12, 2021
1,428
$28.8 - $32.8 $41.1K - $46.8K
FE
Firstenergy Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
560
$35.62 - $39.92 $19.9K - $22.4K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
350
$33.31 - $37.36 $11.7K - $13.1K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
318
$29.39 - $33.29 $9.35K - $10.6K
HTHT
Huazhu Group LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
573
$40.75 - $54.24 $23.3K - $31.1K
IBN
Icici Bank LTD

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,296
$17.11 - $19.95 $39.3K - $45.8K
IDA
Idacorp Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
138
$97.63 - $109.32 $13.5K - $15.1K
PFG
Principal Financial Group Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
601
$59.2 - $68.12 $35.6K - $40.9K
IR
Ingersoll Rand Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
291
$46.25 - $54.98 $13.5K - $16K
PINC
Premier, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
521
$34.87 - $39.69 $18.2K - $20.7K
INSG
Inseego Corp.

Technology
Q3 2021 Filed on Nov 12, 2021
1,115
$6.62 - $9.69 $7.38K - $10.8K
PLUG
Plug Power Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
2,206
$23.76 - $33.31 $52.4K - $73.5K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
540
$131.59 - $156.78 $71.1K - $84.7K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,263
$16.22 - $17.38 $20.5K - $22K
HPQ
Hp Inc

Technology
Q3 2021 Filed on Nov 12, 2021
2,156
$26.83 - $30.7 $57.8K - $66.2K
HDB
Hdfc Bank LTD

Financial Services
Q3 2021 Filed on Nov 12, 2021
396
$69.22 - $78.85 $27.4K - $31.2K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,405
$23.48 - $24.38 $56.5K - $58.6K
FTS
Fortis Inc.

Utilities
Q3 2021 Filed on Nov 12, 2021
4,754
$44.08 - $46.76 $210K - $222K
RF
Regions Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
756
$18.14 - $21.76 $13.7K - $16.5K
BEN
Franklin Resources Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
8,416
$28.58 - $33.42 $241K - $281K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q3 2021 Filed on Nov 12, 2021
239
$136.64 - $154.04 $32.7K - $36.8K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q3 2021 Filed on Nov 12, 2021
6,669
$3.67 - $4.08 $24.5K - $27.2K
GNRC
Generac Holdings Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
498
$389.99 - $455.24 $194K - $227K
GD
General Dynamics Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
1,313
$184.09 - $204.4 $242K - $268K
RPM
Rpm International Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
400
$77.65 - $90.89 $31.1K - $36.4K
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,971
$118.38 - $129.52 $233K - $255K
QRVO
Qorvo, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
225
$167.19 - $195.67 $37.6K - $44K
GH
Guardant Health, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
97
$98.77 - $132.17 $9.58K - $12.8K
IP
International Paper CO

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
876
$52.29 - $58.94 $45.8K - $51.6K
LAZ
Lazard LTD

Financial Services
Q3 2021 Filed on Nov 12, 2021
239
$43.06 - $48.76 $10.3K - $11.7K
GSHD
Goosehead Insurance, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,100
$111.74 - $161.3 $123K - $177K
VFC
V F Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
164
$66.05 - $84.55 $10.8K - $13.9K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Nov 12, 2021
126
$226.79 - $299.17 $28.6K - $37.7K
ALLE
Allegion PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
236
$132.18 - $148.13 $31.2K - $35K
Zynga Inc
Q3 2021 Filed on Nov 12, 2021
1,235
N/A
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