Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TV
Grupo Televisa, S.A.B.

Communication Services
Q3 2021 Filed on Nov 12, 2021
2,256
$10.98 - $14.47 $24.8K - $32.6K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
14,204
$9.7 - $10.49 $138K - $149K
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
2,067
$81.18 - $91.08 $168K - $188K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,838
$196.7 - $223.87 $362K - $411K
HTH
Hilltop Holdings Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
6,184
$31.45 - $36.63 $194K - $227K
AFL
Aflac Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
4,461
$51.35 - $57.52 $229K - $257K
EMR
Emerson Electric CO

Industrials
Q3 2021 Filed on Nov 12, 2021
3,957
$93.71 - $105.7 $371K - $418K
GIS
General Mills Inc

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,743
$56.79 - $60.86 $99K - $106K
SHW
Sherwin Williams CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
286
$273.09 - $308.7 $78.1K - $88.3K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q3 2021 Filed on Nov 12, 2021
1,441
$56.78 - $57.81 $81.8K - $83.3K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2021 Filed on Nov 12, 2021
200
$52.52 - $55.82 $10.5K - $11.2K
INTU
Intuit Inc

Technology
Q3 2021 Filed on Nov 12, 2021
59
$491.05 - $577.92 $29K - $34.1K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q3 2021 Filed on Nov 12, 2021
3,771
$22.96 - $24.35 $86.6K - $91.8K
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
5,777
$23.94 - $27.67 $138K - $160K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q3 2021 Filed on Nov 12, 2021
815
$25.58 - $26.22 $20.8K - $21.4K
ACN
Accenture PLC

Technology
Q3 2021 Filed on Nov 12, 2021
203
$300.0 - $344.43 $60.9K - $69.9K
ZTS
Zoetis Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
165
$189.29 - $209.69 $31.2K - $34.6K
EPD
Enterprise Products Partners L.P.

Energy
Q3 2021 Filed on Nov 12, 2021
2,634
$21.3 - $24.6 $56.1K - $64.8K
XYL
Xylem Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
575
$117.23 - $138.03 $67.4K - $79.4K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
428
$62.02 - $67.37 $26.5K - $28.8K
VNLA
Janus Henderson Short Duration

ETFs
Q3 2021 Filed on Nov 12, 2021
2,615
$50.1 - $50.2 $131K - $131K
KT
Kt Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
2,176
$13.58 - $15.13 $29.6K - $32.9K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q3 2021 Filed on Nov 12, 2021
2,050
$50.69 - $74.06 $104K - $152K
WMB
Williams Companies, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
3,612
$23.89 - $26.94 $86.3K - $97.3K
RPD
Rapid7, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
200
$96.02 - $124.95 $19.2K - $25K
WY
Weyerhaeuser CO

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,734
$32.95 - $37.26 $57.1K - $64.6K
MGY
Magnolia Oil & Gas Corp

Energy
Q3 2021 Filed on Nov 12, 2021
15,924
$13.07 - $17.89 $208K - $285K
WU
Western Union CO

Financial Services
Q3 2021 Filed on Nov 12, 2021
445
$19.84 - $23.58 $8.83K - $10.5K
PHYS
Sprott Physical Gold Trust

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,196
$13.6 - $14.47 $43.5K - $46.2K
IEO
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
47,852
$46.6 - $58.66 $2.23M - $2.81M
Osi ETF Tr
Q3 2021 Filed on Nov 12, 2021
20,817
N/A
General Electric CO
Q3 2021 Filed on Nov 12, 2021
8,663
N/A
KRNT
Kornit Digital Ltd.

Industrials
Q3 2021 Filed on Nov 12, 2021
14,358
$116.95 - $160.91 $1.68M - $2.31M
BDX
Becton Dickinson & CO

Healthcare
Q3 2021 Filed on Nov 12, 2021
86
$232.72 - $256.47 $20K - $22.1K
HIMX
Himax Technologies, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
2,747
$10.19 - $15.91 $28K - $43.7K
IMAX
Imax Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
600
$13.67 - $21.8 $8.2K - $13.1K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q3 2021 Filed on Nov 12, 2021
273
$102.73 - $108.01 $28K - $29.5K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2021 Filed on Nov 12, 2021
1,112
N/A
NSL
Nuveen Senior Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
12,978
$5.69 - $5.94 $73.8K - $77.1K
Osi ETF Tr
Q3 2021 Filed on Nov 12, 2021
6,369
N/A
ING
Ing Groep Nv

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,823
$11.88 - $14.7 $21.7K - $26.8K
WDC
Western Digital Corp

Technology
Q3 2021 Filed on Nov 12, 2021
411
$55.47 - $70.89 $22.8K - $29.1K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q3 2021 Filed on Nov 12, 2021
259
$120.47 - $133.6 $31.2K - $34.6K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
100
$89.9 - $105.94 $8.99K - $10.6K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
437
$69.51 - $92.41 $30.4K - $40.4K
YYY
Amplify ETF Tr High Income ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
12,026
$16.74 - $17.68 $201K - $213K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
675
$75.58 - $84.39 $51K - $57K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,555
$132.43 - $141.49 $206K - $220K
TEL
Te Connectivity Ltd.

Technology
Q3 2021 Filed on Nov 12, 2021
157
$132.38 - $153.44 $20.8K - $24.1K
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