Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AVLR
Avalara, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,999
$75.84 - $126.71 $152K - $253K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q1 2022 Filed on May 09, 2022
34,747
$9.15 - $10.43 $318K - $362K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,893
$73.24 - $157.01 $139K - $297K
VBND
ETF Ser Solutions Vident Core

ETFs
Q1 2022 Filed on May 09, 2022
84,171
$46.87 - $50.58 $3.95M - $4.26M
KBH
Kb Home

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
20,365
$32.38 - $49.38 $659K - $1.01M
MS
Morgan Stanley

Financial Services
Q1 2022 Filed on May 09, 2022
2,266
$83.31 - $108.73 $189K - $246K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
3,234
$138.32 - $195.42 $447K - $632K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 09, 2022
34,073
$97.11 - $118.28 $3.31M - $4.03M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
Q1 2022 Filed on May 09, 2022
7,927
$59.35 - $63.73 $470K - $505K
INBS
Intelligent Bio Solutions Inc
Q1 2022 Filed on May 09, 2022
49,147
N/A
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,115
$87.78 - $223.31 $97.9K - $249K
VRAR
Glimpse Group, Inc.

Technology
Q1 2022 Filed on May 09, 2022
15,000
$5.04 - $11.49 $75.6K - $172K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
63,347
$38.61 - $51.98 $2.45M - $3.29M
ASAN
Asana, Inc.

Technology
Q1 2022 Filed on May 09, 2022
2,859
$32.95 - $74.13 $94.2K - $212K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
46,160
$18.37 - $24.97 $848K - $1.15M
CYN
Cyngn Inc.

Technology
Q1 2022 Filed on May 09, 2022
50,000
$1.25 - $4.8 $62.5K - $240K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2022 Filed on May 09, 2022
4,120
$51.87 - $61.26 $214K - $252K
GPN
Global Payments Inc

Industrials
Q1 2022 Filed on May 09, 2022
2,124
$122.65 - $151.62 $261K - $322K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q1 2022 Filed on May 09, 2022
5,499
$100.42 - $138.6 $552K - $762K
SDIV
Global X Fds Global X Superdiv

ETFs
Q4 2021 Filed on Feb 10, 2022
24,671
$11.94 - $13.51 $295K - $333K
Kraneshares Tr
Q4 2021 Filed on Feb 10, 2022
32,971
N/A
SATS
Echo Star Corp

Technology
Q4 2021 Filed on Feb 10, 2022
15,792
$23.08 - $30.27 $364K - $478K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
7,996
$46.29 - $55.83 $370K - $446K
IIIV
I3 Verticals, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
15,503
$17.91 - $25.6 $278K - $397K
BSY
Bentley Systems Inc

Technology
Q4 2021 Filed on Feb 10, 2022
3,308
$46.65 - $61.4 $154K - $203K
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Feb 10, 2022
526
$544.41 - $726.75 $286K - $382K
PSTG
Pure Storage, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
15,760
$24.87 - $34.16 $392K - $538K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 10, 2022
6,633
$39.36 - $55.06 $261K - $365K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,665
$181.81 - $285.66 $303K - $476K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 10, 2022
3,406
$108.91 - $173.31 $371K - $590K
FSS
Federal Signal Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
10,436
$39.44 - $48.07 $412K - $502K
FWRD
Forward Air Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
5,207
$82.73 - $121.09 $431K - $631K
LASR
Nlight, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
14,397
$23.28 - $32.97 $335K - $475K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,775
$119.4 - $148.62 $212K - $264K
AMBA
Ambarella Inc

Technology
Q4 2021 Filed on Feb 10, 2022
1,440
$148.83 - $216.84 $214K - $312K
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,486
$63.78 - $97.86 $94.8K - $145K
NMM
Navios Maritime Partners L.P.

Industrials
Q4 2021 Filed on Feb 10, 2022
8,504
$22.8 - $33.55 $194K - $285K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2021 Filed on Nov 12, 2021
77,090
$102.77 - $112.89 $7.92M - $8.7M
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2021 Filed on Nov 12, 2021
14,233
$39.2 - $41.72 $558K - $594K
F
Ford Motor CO

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,377
$12.57 - $14.93 $55K - $65.3K
ITW
Illinois Tool Works Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
625
$206.63 - $235.2 $129K - $147K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2021 Filed on Nov 12, 2021
11,812
$75.34 - $79.52 $890K - $939K
SYY
Sysco Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
3,118
$70.47 - $81.66 $220K - $255K
CTAS
Cintas Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
471
$369.15 - $406.53 $174K - $191K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
2,437
$67.69 - $73.03 $165K - $178K
BNDX
Vanguard Total International B

ETFs
Q3 2021 Filed on Nov 12, 2021
24,178
$56.96 - $58.06 $1.38M - $1.4M
BDX
Becton Dickinson & CO

Healthcare
Q3 2021 Filed on Nov 12, 2021
86
$232.72 - $256.47 $20K - $22.1K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
8,663
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,838
$196.7 - $223.87 $362K - $411K
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