Wealth Shield Partners, LLC Sells in Q3 2025

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.36K
- 9.46%
$39.06 - $43.42 $92.1K - $102K
22.6K $979K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-60
- 0.29%
$24.39 - $24.93 $1.46K - $1.5K
20.4K $502K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-35
- 1.16%
$69.62 - $73.99 $2.44K - $2.59K
2.99K $215K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-83
- 3.07%
$45.13 - $48.29 $3.75K - $4.01K
2.62K $126K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-453
- 6.73%
$134.94 - $145.86 $61.1K - $66.1K
6.28K $914K
FDX
Fedex Corp

Industrials
-10
- 1.08%
$217.1 - $243.2 $2.17K - $2.43K
919 $216K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-629
- 5.11%
$92.97 - $100.18 $58.5K - $63K
11.7K $1.16M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-990
- 5.69%
$42.04 - $45.23 $41.6K - $44.8K
16.4K $741K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-111
- 2.33%
$99.08 - $103.57 $11K - $11.5K
4.65K $478K
SO
Southern CO

Utilities
-1
- 0.04%
$90.83 - $96.0 $90.8 - $96
2.59K $245K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-155
- 2.6%
$61.22 - $65.41 $9.49K - $10.1K
5.8K $378K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-380
- 5.41%
$126.64 - $135.65 $48.1K - $51.5K
6.65K $901K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.29K
- 6.69%
$50.7 - $54.86 $116K - $125K
31.9K $1.75M
VTV
Vanguard Value ETF

ETFs
-3.44K
- 5.14%
$175.51 - $186.57 $604K - $642K
63.5K $11.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-22
- 0.29%
$88.47 - $93.24 $1.95K - $2.05K
7.69K $702K
MO
Altria Group, Inc.

Consumer Defensive
-127
- 3.47%
$57.75 - $67.68 $7.33K - $8.6K
3.54K $233K
VBK
Vanguard Small Cap Growth ETF

ETFs
-144
- 4.71%
$276.51 - $305.12 $39.8K - $43.9K
2.91K $866K
VTI
Vanguard Total Stock Market Et

ETFs
-140
- 5.09%
$303.93 - $329.86 $42.6K - $46.2K
2.61K $857K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-712
- 2.54%
$41.5 - $43.83 $29.5K - $31.2K
27.3K $1.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-656
- 2.03%
$75.26 - $80.19 $49.4K - $52.6K
31.6K $2.52M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-180
- 2.3%
$122.57 - $132.57 $22.1K - $23.9K
7.65K $991K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-593
- 5.35%
$40.68 - $46.33 $24.1K - $27.5K
10.5K $476K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-275
- 0.64%
$20.07 - $21.62 $5.52K - $5.95K
42.5K $899K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-138
- 2.36%
$131.47 - $143.64 $18.1K - $19.8K
5.7K $807K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-64
- 0.36%
$36.37 - $38.37 $2.33K - $2.46K
17.7K $678K
WFC
Wells Fargo & Company

Financial Services
-5
- 0.05%
$77.05 - $85.16 $385 - $426
9.7K $812K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-166
- 3.73%
$139.82 - $155.45 $23.2K - $25.8K
4.29K $666K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-564
- 2.51%
$35.99 - $38.74 $20.3K - $21.8K
21.9K $845K
MS
Morgan Stanley

Financial Services
-1
- 0.05%
$139.09 - $161.16 $139 - $161
2.15K $340K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-229
- 6.35%
$546.99 - $602.2 $125K - $138K
3.38K $2.03M
VV
Vanguard Large Cap ETF

ETFs
-5
- 0.28%
$285.05 - $309.14 $1.43K - $1.55K
1.81K $556K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-73
- 0.74%
$91.28 - $97.59 $6.66K - $7.12K
9.76K $935K
BK
Bank Of New York Mellon Corp

Financial Services
-2
- 0.08%
$90.65 - $109.75 $181 - $220
2.53K $275K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-40
- 0.74%
$115.96 - $125.95 $4.64K - $5.04K
5.38K $678K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-31
- 0.2%
$34.31 - $38.09 $1.06K - $1.18K
15.2K $577K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-33
- 0.17%
$62.09 - $66.51 $2.05K - $2.19K
19.5K $1.27M
TFC
Truist Financial Corp

Financial Services
-159
- 0.61%
$42.83 - $47.07 $6.81K - $7.48K
26.1K $1.19M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.39K
- 3.74%
$78.88 - $85.2 $268K - $289K
87.4K $7.29M
O
Realty Income Corp

Real Estate
-219
- 0.71%
$56.13 - $60.79 $12.3K - $13.3K
30.7K $1.87M
IWM
Ishares Russell 2000 ETF

ETFs
-281
- 4.28%
$214.92 - $244.84 $60.4K - $68.8K
6.28K $1.52M
JCI
Johnson Controls International PLC

Industrials
-126
- 0.45%
$103.24 - $111.73 $13K - $14.1K
28K $3.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-847
- 2.48%
$181.56 - $190.33 $154K - $161K
33.4K $6.33M
MUB
Ishares National Muni Bond ETF

ETFs
-208
- 0.3%
$103.24 - $106.68 $21.5K - $22.2K
69.4K $7.39M
VOE
Vanguard Mid Cap Value Index F

ETFs
-354
- 1.92%
$164.63 - $174.58 $58.3K - $61.8K
18.1K $3.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-859
- 0.83%
$28.15 - $30.13 $24.2K - $25.9K
103K $3.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-54
- 0.34%
$108.46 - $120.63 $5.86K - $6.51K
15.7K $1.87M
IDEV
Ishares Core Msci Intl Develop

ETFs
-95
- 0.23%
$74.68 - $80.26 $7.09K - $7.62K
40.6K $3.25M
MSI
Motorola Solutions, Inc.

Technology
-35
- 0.69%
$408.73 - $490.3 $14.3K - $17.2K
5.05K $2.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-577
- 0.52%
$24.46 - $26.5 $14.1K - $15.3K
111K $2.92M
Activity Summary
Buys All Purchases 213 New Holdings 24 Increased Positions 189 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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