WealthShield Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$738M
Signature - Title
Robert Leggett - Managing Partner
Location
Cary, NC
Summary
This page shows a list of all the recent 13F filings made by WealthShield Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthShield Partners, LLC reported 483 stock holdings with total value $738M as of Q3 2024. Top holdings included IVV, SCHF, SCHG, IUSB, and IVW.
Holdings Value