Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
Q3 2021 Filed on Nov 12, 2021
4,487
$50.14 - $50.24 $225K - $225K
LOGI
Logitech International S.A.

Technology
Q3 2021 Filed on Nov 12, 2021
355
$88.15 - $126.83 $31.3K - $45K
DAC
Danaos Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
702
$62.14 - $87.73 $43.6K - $61.6K
STX
Seagate Technology Holdings PLC

Technology
Q3 2021 Filed on Nov 12, 2021
790
$81.57 - $94.13 $64.4K - $74.4K
ECL
Ecolab Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
409
$208.62 - $229.6 $85.3K - $93.9K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
13,088
$8.28 - $8.93 $108K - $117K
Peoples United Financial Inc
Q3 2021 Filed on Nov 12, 2021
14,712
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
232
$393.06 - $461.23 $91.2K - $107K
Federal Rlty Invt Tr
Q3 2021 Filed on Nov 12, 2021
1,627
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
57
$203.56 - $225.88 $11.6K - $12.9K
ASML
Asml Holding Nv

Technology
Q3 2021 Filed on Nov 12, 2021
106
$673.69 - $889.33 $71.4K - $94.3K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,805
$25.63 - $28.38 $46.3K - $51.2K
LIN
Linde PLC

Basic Materials
Q3 2021 Filed on Nov 12, 2021
509
$284.67 - $315.64 $145K - $161K
DOV
Dover Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
2,006
$150.57 - $175.99 $302K - $353K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
4,423
$57.41 - $63.0 $254K - $279K
GSK
Gsk PLC

Healthcare
Q3 2021 Filed on Nov 12, 2021
4,457
$38.79 - $43.16 $173K - $192K
GRMN
Garmin LTD

Technology
Q3 2021 Filed on Nov 12, 2021
124
$146.09 - $178.38 $18.1K - $22.1K
LRGF
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
443
$42.14 - $45.1 $18.7K - $20K
ED
Consolidated Edison Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
811
$72.16 - $78.25 $58.5K - $63.5K
PNR
Pentair PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
4,305
$67.45 - $80.3 $290K - $346K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
400
$19.91 - $32.98 $7.96K - $13.2K
NVT
N Vent Electric PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
636
$28.98 - $34.51 $18.4K - $21.9K
CBD
Brazilian Distribution CO Companhia Brasileira De Distr Cbd

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
3,124
$4.69 - $7.77 $14.7K - $24.3K
TZA
Direxion Shs ETF Tr Direxion D

ETFs
Q3 2021 Filed on Nov 12, 2021
5,000
$27.6 - $36.01 $138K - $180K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
45
$209.08 - $232.03 $9.41K - $10.4K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
Q3 2021 Filed on Nov 12, 2021
1,000
$20.05 - $24.54 $20.1K - $24.5K
ERJ
Embraer S.A.

Industrials
Q3 2021 Filed on Nov 12, 2021
2,542
$13.08 - $18.1 $33.2K - $46K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
Q3 2021 Filed on Nov 12, 2021
12,961
$25.43 - $26.57 $330K - $344K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
75
$142.3 - $169.76 $10.7K - $12.7K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
504
$162.19 - $187.74 $81.7K - $94.6K
ALGN
Align Technology Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
38
$595.56 - $729.92 $22.6K - $27.7K
CINF
Cincinnati Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,907
$113.7 - $124.86 $217K - $238K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q3 2021 Filed on Nov 12, 2021
2,489
$34.62 - $60.65 $86.2K - $151K
PALL
Abrdn Palladium ETF Trust

ETFs
Q3 2021 Filed on Nov 12, 2021
74
$172.65 - $267.23 $12.8K - $19.8K
DOG
Proshares Short Dow30 ETF New

ETFs
Q3 2021 Filed on Nov 12, 2021
3,000
$32.84 - $34.51 $98.5K - $104K
BCYC
Bicycle Therapeutics PLC

Healthcare
Q3 2021 Filed on Nov 12, 2021
879
$27.95 - $44.24 $24.6K - $38.9K
SH
Proshares Short S&P500 New (De

ETFs
Q3 2021 Filed on Nov 12, 2021
4,000
$14.5 - $15.5 $58K - $62K
PSQ
Proshares Short Qqq

ETFs
Q3 2021 Filed on Nov 12, 2021
6,000
$57.25 - $62.0 $344K - $372K
OWL
Blue Owl Capital Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,000
$12.26 - $16.43 $12.3K - $16.4K
CNA
Cna Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
376
$41.65 - $46.06 $15.7K - $17.3K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
633
$145.08 - $221.87 $91.8K - $140K
XELA
Exela Technologies, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
5,000
$37.2 - $86.8 $186K - $434K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2021 Filed on Nov 12, 2021
810
$51.92 - $52.8 $42.1K - $42.8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
168
$78.14 - $90.62 $13.1K - $15.2K
ZTR
Virtus Total Return Fund Inc.

Financial
Q3 2021 Filed on Nov 12, 2021
3,189
$9.22 - $9.95 $29.4K - $31.7K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2021 Filed on Nov 12, 2021
292
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,000
$3.23 - $5.25 $12.9K - $21K
ALB
Albemarle Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
794
$167.91 - $244.03 $133K - $194K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
20,916
$85.69 - $104.61 $1.79M - $2.19M
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