Number of Shares
16,260
Previous 16,342 0.5%
Holding current value
$652 Million
Previous $637 Million 2.44%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
N/A
-82 Reduced 0.5%
16,260 $652 Million
Q2 2025

Aug 12, 2025

BUY
N/A
935 Added 6.07%
16,342 $637 Million
Q1 2025

Apr 17, 2025

SELL
N/A
-2,471 Reduced 13.82%
15,407 $573 Million
Q4 2024

Feb 13, 2025

SELL
N/A
-228 Reduced 1.26%
17,878 $670 Million
Q3 2024

Nov 14, 2024

SELL
N/A
-590 Reduced 3.16%
18,106 $665 Million
Q2 2024

Aug 14, 2024

BUY
N/A
18,696 New
18,696 $646 Million
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.