Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
UBER
Uber Technologies, Inc

Technology
Q3 2021 Filed on Nov 12, 2021
292
$38.48 - $51.71 $11.2K - $15.1K
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
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2021 Filed on Nov 12, 2021
4,306
$15.45 - $17.23 $66.5K - $74.2K
WPC
W. P. Carey Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
728
$73.04 - $80.69 $53.2K - $58.7K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
168
$78.14 - $90.62 $13.1K - $15.2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
3,935
$45.58 - $51.78 $179K - $204K
WSO
Watsco Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
126
$264.62 - $295.47 $33.3K - $37.2K
WBT
Welbilt, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
500
$23.11 - $25.02 $11.6K - $12.5K
WELL
Welltower Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
541
$82.4 - $89.68 $44.6K - $48.5K
WST
West Pharmaceutical Services Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
511
$363.01 - $468.47 $185K - $239K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,248
$13.39 - $14.14 $16.7K - $17.6K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
4,029
$10.16 - $10.76 $40.9K - $43.4K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,390
$15.48 - $15.99 $37K - $38.2K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,454
$18.03 - $18.67 $26.2K - $27.1K
WDC
Western Digital Corp

Technology
Q3 2021 Filed on Nov 12, 2021
411
$55.47 - $70.89 $22.8K - $29.1K
WU
Western Union CO

Financial Services
Q3 2021 Filed on Nov 12, 2021
445
$19.84 - $23.58 $8.83K - $10.5K
WY
Weyerhaeuser CO

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,734
$32.95 - $37.26 $57.1K - $64.6K
WMB
Williams Companies, Inc.

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

Industrials
Q3 2021 Filed on Nov 12, 2021
575
$117.23 - $138.03 $67.4K - $79.4K
ZTS
Zoetis Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
165
$189.29 - $209.69 $31.2K - $34.6K
Zynga Inc
Q3 2021 Filed on Nov 12, 2021
1,235
N/A
ALLE
Allegion PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
236
$132.18 - $148.13 $31.2K - $35K
AON
Aon PLC

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

Technology
Q3 2021 Filed on Nov 12, 2021
203
$300.0 - $344.43 $60.9K - $69.9K
LAZ
Lazard LTD

Financial Services
Q3 2021 Filed on Nov 12, 2021
239
$43.06 - $48.76 $10.3K - $11.7K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
75
$142.3 - $169.76 $10.7K - $12.7K
NVT
N Vent Electric PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
636
$28.98 - $34.51 $18.4K - $21.9K
PNR
Pentair PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
4,305
$67.45 - $80.3 $290K - $346K
GRMN
Garmin LTD

Technology
Q3 2021 Filed on Nov 12, 2021
124
$146.09 - $178.38 $18.1K - $22.1K
LOGI
Logitech International S.A.

Technology
Q3 2021 Filed on Nov 12, 2021
355
$88.15 - $126.83 $31.3K - $45K
TEL
Te Connectivity Ltd.

Technology
Q3 2021 Filed on Nov 12, 2021
157
$132.38 - $153.44 $20.8K - $24.1K
FVRR
Fiverr International Ltd.

Communication Services
Q3 2021 Filed on Nov 12, 2021
111
$161.38 - $258.6 $17.9K - $28.7K
KRNT
Kornit Digital Ltd.

Industrials
Q3 2021 Filed on Nov 12, 2021
14,358
$116.95 - $160.91 $1.68M - $2.31M
ASML
Asml Holding Nv

Technology
Q3 2021 Filed on Nov 12, 2021
106
$673.69 - $889.33 $71.4K - $94.3K
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
57
$203.56 - $225.88 $11.6K - $12.9K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
100
$89.9 - $105.94 $8.99K - $10.6K
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