Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $640 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2021 Filed on Nov 12, 2021
810
$51.92 - $52.8 $42.1K - $42.8K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
7,096
$7.1 - $7.75 $50.4K - $55K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Nov 12, 2021
16,322
$21.67 - $21.74 $354K - $355K
NTRS
Northern Trust Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
472
$104.51 - $121.03 $49.3K - $57.1K
DE
Deere & CO

Industrials
Q3 2021 Filed on Nov 12, 2021
520
$334.95 - $389.34 $174K - $202K
PII
Polaris Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
102
$115.3 - $139.0 $11.8K - $14.2K
AZO
Autozone Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
23
$1520.65 - $1737.0 $35K - $40K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
14,617
$18.92 - $21.98 $277K - $321K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
28,108
$10.81 - $11.29 $304K - $317K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q3 2021 Filed on Nov 12, 2021
5,023
$36.89 - $39.03 $185K - $196K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
30,762
$17.72 - $18.91 $545K - $582K
WDAY
Workday, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
64
$226.15 - $277.74 $14.5K - $17.8K
VMI
Valmont Industries Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
8,200
$220.88 - $250.55 $1.81M - $2.05M
ABB
Abb LTD

Industrials
Q3 2021 Filed on Nov 12, 2021
1,442
$33.36 - $37.98 $48.1K - $54.8K
AES
Aes Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
1,245
$22.83 - $26.33 $28.4K - $32.8K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
5,150
$29.84 - $54.22 $154K - $279K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 12, 2021
352
$73.87 - $92.86 $26K - $32.7K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q3 2021 Filed on Nov 12, 2021
500
$48.84 - $55.03 $24.4K - $27.5K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
5,714
$4.02 - $4.43 $23K - $25.3K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
2,000
$11.62 - $12.51 $23.2K - $25K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
2,957
$33.96 - $46.16 $100K - $136K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
174
$199.26 - $218.46 $34.7K - $38K
ALB
Albemarle Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
794
$167.91 - $244.03 $133K - $194K
AB
Alliancebernstein Holding L.P.

Financial Services
Q3 2021 Filed on Nov 12, 2021
475
$44.35 - $52.37 $21.1K - $24.9K
AXP
American Express CO

Financial Services
Q3 2021 Filed on Nov 12, 2021
582
$158.72 - $176.77 $92.4K - $103K
AWR
American States Water CO

Utilities
Q3 2021 Filed on Nov 12, 2021
779
$80.28 - $94.69 $62.5K - $73.8K
AWK
American Water Works Company, Inc.

Utilities
Q3 2021 Filed on Nov 12, 2021
282
$155.57 - $188.75 $43.9K - $53.2K
AMP
Ameriprise Financial Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
69
$238.11 - $277.6 $16.4K - $19.2K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q3 2021 Filed on Nov 12, 2021
85
$109.27 - $129.35 $9.29K - $11K
ADI
Analog Devices Inc

Technology
Q3 2021 Filed on Nov 12, 2021
87
$158.98 - $178.53 $13.8K - $15.5K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
150
$56.38 - $72.1 $8.46K - $10.8K
ANSS
Ansys Inc

Technology
Q3 2021 Filed on Nov 12, 2021
165
$340.45 - $374.74 $56.2K - $61.8K
APPN
Appian Corp

Technology
Q3 2021 Filed on Nov 12, 2021
172
$91.98 - $138.15 $15.8K - $23.8K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,600
$14.09 - $16.2 $22.5K - $25.9K
AMAT
Applied Materials Inc

Technology
Q3 2021 Filed on Nov 12, 2021
1,099
$127.2 - $144.09 $140K - $158K
MT
Arcelor Mittal

Basic Materials
Q3 2021 Filed on Nov 12, 2021
1,026
$29.03 - $36.27 $29.8K - $37.2K
AZN
Astrazeneca PLC

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,368
$55.56 - $60.79 $76K - $83.2K
ADSK
Autodesk, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
384
$279.35 - $342.27 $107K - $131K
ALV
Autoliv Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
163
$82.17 - $100.88 $13.4K - $16.4K
AYRO
Ayro, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
3,521
$3.26 - $4.99 $11.5K - $17.6K
BCE
Bce Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
2,325
$48.52 - $52.77 $113K - $123K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q3 2021 Filed on Nov 12, 2021
5,161
$5.72 - $6.93 $29.5K - $35.8K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
518
$17.27 - $32.64 $8.95K - $16.9K
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
89
$282.99 - $369.05 $25.2K - $32.8K
BNTX
Bio N Tech Se

Healthcare
Q3 2021 Filed on Nov 12, 2021
270
$205.93 - $447.23 $55.6K - $121K
BKH
Black Hills Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
224
$62.28 - $72.59 $14K - $16.3K
BB
Blackberry LTD

Technology
Q3 2021 Filed on Nov 12, 2021
1,000
$9.37 - $12.17 $9.37K - $12.2K
BLK
Black Rock Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
130
$838.66 - $954.94 $109K - $124K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
5,366
$15.19 - $17.24 $81.5K - $92.5K
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