Signature Estate & Investment Advisors LLC Sells in Q4 2024

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-7.49M
- 96.21%
$42.84 - $45.38 $321M - $340M
295K $12.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-731K
- 94.35%
$99.04 - $109.59 $72.4M - $80.1M
43.8K $4.36M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.01M
- 13.42%
$39.3 - $41.34 $39.5M - $41.6M
6.49M $256M
XLV
Select Sector Spdr Fund Health

ETFs
-275K
- 87.98%
$136.28 - $154.74 $37.5M - $42.6M
37.6K $5.18M
XLU
Utilities Sector Spdr

ETFs
-164K
- 31.42%
$74.89 - $82.93 $12.2M - $13.6M
357K $27M
IDEV
Ishares Core Msci Intl Develop

ETFs
-129K
- 23.55%
$64.18 - $70.42 $8.27M - $9.07M
418K $27M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-73.5K
- 23.67%
$67.29 - $73.38 $4.95M - $5.39M
237K $16.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-58K
- 9.97%
$38.37 - $42.82 $2.23M - $2.49M
524K $20.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
-270K
- 9.12%
$34.49 - $39.24 $9.3M - $10.6M
2.69M $99.9M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-48.4K
- 8.88%
$27.88 - $30.51 $1.35M - $1.48M
496K $13.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-26.5K
- 10.69%
$44.04 - $49.49 $1.17M - $1.31M
221K $9.73M
PG
Procter & Gamble CO

Consumer Defensive
-10.5K
- 53.1%
$161.05 - $179.7 $1.69M - $1.89M
9.27K $1.55M
AVDE
American Centy ETF Tr Avantis

ETFs
-19.7K
- 26.08%
$60.9 - $66.69 $1.2M - $1.32M
55.9K $3.43M
LECO
Lincoln Electric Holdings Inc

Industrials
-5.04K
- 44.56%
$187.47 - $219.94 $946K - $1.11M
6.28K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.81K
- 6.21%
$570.51 - $610.59 $1.03M - $1.11M
27.4K $16.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-25.9K
- 4.96%
$53.94 - $58.15 $1.39M - $1.5M
496K $27.9M
FVD
First Tr Value Line Divid Inde

ETFs
-10.2K
- 9.47%
$43.4 - $46.7 $444K - $478K
97.8K $4.27M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-7.94K
- 44.26%
$62.71 - $68.47 $498K - $544K
10K $629K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.95K
- 42.18%
$244.52 - $284.07 $477K - $554K
2.67K $659K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-12.1K
- 10.98%
$56.7 - $62.15 $686K - $752K
98.2K $5.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.18K
- 11.84%
$113.92 - $127.38 $476K - $533K
31.1K $3.59M
EEMV
Ishares Msci Emerging Markets

ETFs
-5.83K
- 13.83%
$57.85 - $63.11 $337K - $368K
36.3K $2.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.18K
- 63.83%
$50.37 - $50.6 $462K - $465K
5.2K $262K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-9.49K
- 58.2%
$34.66 - $42.95 $329K - $408K
6.82K $240K
INTU
Intuit Inc

Technology
-657
- 47.27%
$602.01 - $706.25 $396K - $464K
733 $460K
IEFA
Ishares Tr

ETFs
-3.37K
- 18.87%
$70.06 - $77.43 $236K - $261K
14.5K $1.02M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.26K
- 3.81%
$79.93 - $88.06 $101K - $111K
31.8K $2.54M
JNJ
Johnson & Johnson

Healthcare
-1.05K
- 8.97%
$143.34 - $165.86 $150K - $174K
10.6K $1.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.2K
- 34.83%
$96.64 - $101.23 $310K - $324K
5.99K $580K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.2K
- 31.54%
$100.16 - $100.7 $321K - $323K
6.95K $697K
TFLO
Ishares Treasury Floating Rate

ETFs
-6.37K
- 40.8%
$50.37 - $50.63 $321K - $323K
9.25K $466K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.71K
- 24.43%
$71.75 - $75.11 $266K - $279K
11.5K $826K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.07K
- 4.24%
$87.85 - $98.6 $94.2K - $106K
24.2K $2.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-253
- 0.52%
$58.88 - $64.8 $14.9K - $16.4K
48.3K $2.85M
TDVG
T Rowe Price Exchange Traded F

Technology
-6.51K
- 22.96%
$39.51 - $41.92 $257K - $273K
21.8K $864K
INTF
Ishares Tr

ETFs
-1.44K
- 1.57%
$28.54 - $31.26 $41K - $44.9K
90.2K $2.59M
XOM
Exxon Mobil Corp

Energy
-707
- 3.29%
$105.51 - $125.37 $74.6K - $88.6K
20.8K $2.24M
NOC
Northrop Grumman Corp

Industrials
-72
- 1.86%
$466.52 - $543.88 $33.6K - $39.2K
3.8K $1.78M
IXJ
Ishares Global Healthcare ETF

ETFs
-71
- 0.36%
$85.65 - $98.34 $6.08K - $6.98K
19.9K $1.71M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.91K
- 19.47%
$106.33 - $110.69 $203K - $211K
7.89K $840K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-130
- 0.16%
$26.05 - $29.17 $3.39K - $3.79K
82.4K $2.16M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-6.41K
- 42.93%
$35.07 - $36.08 $225K - $231K
8.52K $305K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-5.55K
- 36.13%
$40.12 - $41.68 $223K - $231K
9.82K $404K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.7K
- 26.75%
$87.1 - $98.49 $148K - $168K
4.66K $407K
CSX
Csx Corp

Industrials
-207
- 0.23%
$31.58 - $36.88 $6.54K - $7.63K
91.6K $2.96M
AFL
Aflac Inc

Financial Services
-500
- 2.75%
$100.37 - $115.27 $50.2K - $57.6K
17.7K $1.83M
IEF
Ishares Barclays

ETFs
-1.44K
- 11.65%
$92.08 - $98.18 $132K - $141K
10.9K $1.01M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-5.38K
- 31.96%
$37.61 - $38.92 $202K - $209K
11.4K $440K
IDV
Ishares Tr

ETFs
-5.56K
- 37.16%
$27.03 - $29.92 $150K - $166K
9.4K $257K
Activity Summary
Buys All Purchases 344 New Holdings 51 Increased Positions 293 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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