Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SNY
Sanofi

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,144
$47.89 - $53.12 $54.8K - $60.8K
SAP
Sap Se

Technology
Q3 2021 Filed on Nov 12, 2021
351
$135.04 - $150.2 $47.4K - $52.7K
SLB
Schlumberger Limited

Energy
Q3 2021 Filed on Nov 12, 2021
2,319
$26.44 - $33.07 $61.3K - $76.7K
NOW
Service Now, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
621
$545.17 - $678.63 $339K - $421K
SHOP
Shopify Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
1,157
$134.65 - $164.33 $156K - $190K
SBSW
Sibanye Stillwater LTD

Basic Materials
Q3 2021 Filed on Nov 12, 2021
2,669
$12.07 - $17.59 $32.2K - $46.9K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,127
$21.59 - $23.82 $24.3K - $26.8K
Slack Technologies Inc
Q3 2021 Filed on Nov 12, 2021
1,000
N/A
AOS
Smith A O Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
3,711
$61.07 - $73.71 $227K - $274K
SNAP
Snap Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
522
$59.31 - $83.11 $31K - $43.4K
SNOW
Snowflake Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
375
$236.75 - $324.08 $88.8K - $122K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
603
$45.44 - $57.28 $27.4K - $34.5K
SONY
Sony Group Corp

Technology
Q3 2021 Filed on Nov 12, 2021
382
$96.61 - $117.61 $36.9K - $44.9K
SQ
Block, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
49
$233.69 - $281.81 $11.5K - $13.8K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,648
$7.45 - $8.61 $19.7K - $22.8K
SYK
Stryker Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
213
$248.9 - $280.09 $53K - $59.7K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2021 Filed on Nov 12, 2021
1,228
$108.12 - $124.7 $133K - $153K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2021 Filed on Nov 12, 2021
860
$16.3 - $17.26 $14K - $14.8K
TTM
Tata Motors LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,540
$18.73 - $23.05 $28.8K - $35.5K
TRP
Tc Energy Corp

Energy
Q3 2021 Filed on Nov 12, 2021
304
$45.72 - $50.43 $13.9K - $15.3K
HQH
Tekla Healthcare Investors

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,222
$25.11 - $27.93 $30.7K - $34.1K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
294
$125.92 - $164.64 $37K - $48.4K
TFX
Teleflex Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
85
$360.3 - $422.82 $30.6K - $35.9K
TU
Telus Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
542
$21.73 - $23.6 $11.8K - $12.8K
TX
Ternium S.A.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
959
$38.82 - $56.19 $37.2K - $53.9K
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
1,655
$67.81 - $87.53 $112K - $145K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
187
$509.53 - $609.78 $95.3K - $114K
TKR
Timken CO

Industrials
Q3 2021 Filed on Nov 12, 2021
157
$65.42 - $80.71 $10.3K - $12.7K
TD
Toronto Dominion Bank

Financial Services
Q3 2021 Filed on Nov 12, 2021
164
$63.87 - $70.76 $10.5K - $11.6K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
244
$164.66 - $186.52 $40.2K - $45.5K
Translate Bio Inc
Q3 2021 Filed on Nov 12, 2021
1,000
N/A
TRMB
Trimble Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
600
$78.71 - $95.72 $47.2K - $57.4K
TPB
Turning Point Brands, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
413
$43.98 - $53.6 $18.2K - $22.1K
TWLO
Twilio Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
192
$312.8 - $409.84 $60.1K - $78.7K
TWTR
Twitter, Inc.

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

Utilities
Q3 2021 Filed on Nov 12, 2021
1,000
$42.18 - $48.09 $42.2K - $48.1K
USB
Us Bancorp \De\

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,001
$54.51 - $61.1 $109K - $122K
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
VLO
Valero Energy Corp

Energy
Q3 2021 Filed on Nov 12, 2021
774
$60.2 - $78.07 $46.6K - $60.4K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
1,093
$51.24 - $52.24 $56K - $57.1K
VHT
Vanguard Health Care ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
61
$247.16 - $265.84 $15.1K - $16.2K
VPU
Vanguard Utilities ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
396
$139.14 - $152.64 $55.1K - $60.4K
VGR
Vector Group LTD

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
5,571
$12.16 - $15.26 $67.7K - $85K
VTR
Ventas, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
348
$54.23 - $60.4 $18.9K - $21K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
466
$181.39 - $202.99 $84.5K - $94.6K
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
734
$13.25 - $15.13 $9.73K - $11.1K
ZTR
Virtus Total Return Fund Inc.

Financial
Q3 2021 Filed on Nov 12, 2021
3,189
$9.22 - $9.95 $29.4K - $31.7K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
434
$29.41 - $30.85 $12.8K - $13.4K
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