WealthShield, LLC
Q4 2017 13F Detailed Holdings
Location
Cary, NC
Holdings as of
12/31/2017
Value ($000)
$164,234
Num holdings
221
Date filed
2/14/2018
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q4 2017 to
2017 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
Emerald Investment Partners, LLC