Wealth Shield Partners, LLC Purchases in Q4 2024

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOCT
Innovator Growth 100 Power Buf

ETFs
1.99K
New
$49.49 - $52.11 $98.5K - $104K
1.99K $102K
MBB
Ishares Tr

ETFs
2.9K
+ 7.33%
$91.26 - $95.82 $264K - $277K
42.4K $3.89M
IDV
Ishares Tr

ETFs
3.7K
+ 925.0%
$27.03 - $29.92 $100K - $111K
4.1K $112K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
71.1K
+ 210.32%
$27.54 - $83.04 $1.96M - $5.91M
105K $2.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
625
+ 11.75%
$183.23 - $199.79 $115K - $125K
5.95K $1.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.8K
+ 299.06%
$22.01 - $66.82 $239K - $725K
14.5K $328K
VXF
Vanguard Extended Market ETF

ETFs
435
+ 443.88%
$179.17 - $207.15 $77.9K - $90.1K
533 $101K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
790
+ 4.52%
$44.28 - $51.47 $35K - $40.7K
18.3K $865K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
409
+ 3.09%
$81.6 - $90.89 $33.4K - $37.2K
13.7K $1.17M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
831
+ 19.93%
$94.66 - $102.14 $78.7K - $84.9K
5K $476K
SCHV
Schwab Strategic Tr Us Large C

ETFs
236K
+ 210.77%
$25.79 - $80.4 $6.1M - $19M
349K $9.09M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
2.03K
New
$34.64 - $35.72 $70.2K - $72.4K
2.03K $71K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.86K
+ 757.56%
$25.74 - $53.78 $73.5K - $154K
3.23K $83K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
5.91K
+ 56.75%
$10.65 - $11.42 $62.9K - $67.5K
16.3K $175K
SRLN
Ssga Active Trust

ETFs
1.39K
+ 18.88%
$41.48 - $42.08 $57.8K - $58.6K
8.77K $366K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
737
+ 3.24%
$55.86 - $60.21 $41.2K - $44.4K
23.5K $1.35M
IEV
Ishares Tr Europe ETF

ETFs
1.11K
New
$52.03 - $57.63 $57.9K - $64.1K
1.11K $57K
ITOT
Ishares Core S&P Total U.S. St

ETFs
270
+ 4.04%
$124.26 - $134.12 $33.6K - $36.2K
6.95K $893K
BMY
Bristol Myers Squibb CO

Healthcare
53
+ 0.5%
$51.92 - $59.94 $2.75K - $3.18K
10.7K $604K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
734
+ 9.52%
$53.94 - $58.15 $39.6K - $42.7K
8.44K $476K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.14K
+ 4.2%
$89.9 - $100.66 $192K - $216K
53.1K $4.8M
FBT
First Trust Nyse Arca Biotechn

ETFs
427
+ 10.23%
$161.65 - $178.69 $69K - $76.3K
4.6K $764K
ITA
Ishares Tr

ETFs
309
+ 835.14%
$144.31 - $157.31 $44.6K - $48.6K
346 $50K
PWR
Quanta Services, Inc.

Industrials
18
+ 1.26%
$296.05 - $346.6 $5.33K - $6.24K
1.45K $456K
SCHA
Schwab Strategic Tr Us Small C

ETFs
52.9K
+ 101.42%
$25.33 - $51.16 $1.34M - $2.71M
105K $2.72M
T
At&T Inc.

Communication Services
53
+ 0.16%
$21.22 - $23.88 $1.12K - $1.27K
32.9K $748K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.24K
+ 8.2%
$32.65 - $33.68 $40.6K - $41.9K
16.4K $537K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.03%
$52.45 - $60.02 $52.5 - $60
3.98K $235K
VONE
Vanguard Russell 1000 ETF

ETFs
36
+ 1.78%
$257.18 - $277.76 $9.26K - $10K
2.05K $547K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
186
New
$119.61 - $136.3 $22.2K - $25.4K
186 $22K
SCHX
Schwab Strategic Tr Us Large C

ETFs
78.3K
+ 194.92%
$22.4 - $68.28 $1.75M - $5.34M
118K $2.75M
SBUX
Starbucks Corp

Consumer Cyclical
404
+ 15.18%
$87.44 - $102.5 $35.3K - $41.4K
3.07K $279K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.16K
+ 3.46%
$41.74 - $46.2 $48.3K - $53.4K
34.6K $1.45M
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 0.21%
$70.82 - $81.87 $425 - $491
2.87K $220K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
319
New
$43.67 - $47.04 $13.9K - $15K
319 $14K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.26K
+ 3.54%
$22.39 - $23.45 $28.3K - $29.6K
37K $849K
VEA
Vanguard Ftse Developed Market

ETFs
1.85K
+ 12.33%
$47.57 - $52.44 $87.8K - $96.8K
16.8K $803K
USXF
Ishares Esg Advanced Msci Usa

Technology
219
+ 14.75%
$48.45 - $52.57 $10.6K - $11.5K
1.7K $84K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
1.72K
+ 14.14%
$9.13 - $9.72 $15.7K - $16.7K
13.9K $127K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
45
New
$238.25 - $261.28 $10.7K - $11.8K
45 $10K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
100
+ 33.67%
$115.08 - $119.55 $11.5K - $12K
397 $45K
SPSB
Spdr Portfolio Short Term Corp

ETFs
345
New
$29.77 - $30.19 $10.3K - $10.4K
345 $10K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
198
+ 1.68%
$40.82 - $45.39 $8.08K - $8.99K
12K $498K
MINO
Pimco ETF Tr Municipal Income

ETFs
501
+ 3.82%
$44.94 - $46.07 $22.5K - $23.1K
13.6K $613K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
76
+ 0.98%
$32.44 - $33.28 $2.47K - $2.53K
7.82K $260K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13
+ 1.19%
$563.99 - $620.12 $7.33K - $8.06K
1.1K $628K
XLG
Invesco Exchange Traded Fd Tr

ETFs
158
New
$46.94 - $51.62 $7.42K - $8.16K
158 $7K
SUB
Ishares Short Term National Mu

ETFs
125
+ 1.17%
$104.94 - $106.2 $13.1K - $13.3K
10.8K $1.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.21K
+ 4.7%
$96.64 - $101.23 $117K - $122K
26.9K $2.61M
Activity Summary
Buys All Purchases 174 New Holdings 36 Increased Positions 138 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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