Signature Estate & Investment Advisors LLC Sells in Q2 2024

Signature Estate & Investment Advisors LLC

  • $3.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5M
- 83.99%
$34.2 - $36.64 $171M - $183M
952K $33.4M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-770K
- 15.47%
$98.05 - $107.78 $75.5M - $83M
4.2M $450M
DE
Deere & CO

Industrials
-125K
- 98.6%
$364.98 - $414.02 $45.5M - $51.6M
1.77K $662K
CSCO
Cisco Systems, Inc.

Technology
-914K
- 94.89%
$45.52 - $50.04 $41.6M - $45.7M
49.3K $2.34M
XLI
Industrial Sector Spdr

ETFs
-297K
- 41.93%
$120.47 - $125.94 $35.8M - $37.4M
411K $50.1M
XLV
Select Sector Spdr Fund Health

ETFs
-188K
- 31.65%
$138.43 - $147.09 $26M - $27.6M
405K $59.1M
IDV
Ishares Tr

ETFs
-625K
- 97.29%
$26.94 - $30.1 $16.8M - $18.8M
17.4K $481K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-20.1K
- 46.92%
$114.71 - $121.51 $2.31M - $2.44M
22.8K $2.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-14.2K
- 12.59%
$76.01 - $82.53 $1.08M - $1.17M
98.4K $7.71M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-21.1K
- 15.2%
$45.6 - $48.78 $962K - $1.03M
118K $5.51M
FCX
Freeport Mcmoran Inc

Basic Materials
-33.7K
- 9.04%
$47.26 - $54.86 $1.59M - $1.85M
339K $16.5M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-23.1K
- 13.16%
$30.34 - $32.53 $702K - $753K
153K $4.76M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-6.49K
- 16.52%
$109.44 - $118.4 $710K - $768K
32.8K $3.72M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-8.4K
- 13.1%
$70.34 - $76.15 $591K - $640K
55.7K $4.07M
CDW
Cdw Corp

Technology
-239
- 1.8%
$214.61 - $255.76 $51.3K - $61.1K
13K $2.92M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.5K
- 5.43%
$84.85 - $91.12 $212K - $228K
43.5K $3.83M
FNDA
Schwab Fundamental U S Small C

ETFs
-3.88K
- 15.02%
$52.82 - $57.21 $205K - $222K
21.9K $1.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.62K
- 16.67%
$94.12 - $102.13 $153K - $166K
8.11K $788K
XLP
Consumer Staples Sector Spdr

ETFs
-2.69K
- 21.99%
$73.08 - $78.4 $197K - $211K
9.54K $730K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-407
- 0.83%
$81.04 - $87.08 $33K - $35.4K
48.7K $4.09M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.69K
- 9.9%
$50.44 - $50.7 $135K - $136K
24.4K $1.24M
KIE
Spdr S&P Insurance ETF

ETFs
-2K
- 22.22%
$47.72 - $51.83 $95.4K - $104K
7K $348K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-256
- 3.9%
$121.57 - $132.2 $31.1K - $33.8K
6.32K $811K
WCN
Waste Connections, Inc.

Industrials
-506
- 2.74%
$160.43 - $175.78 $81.2K - $88.9K
18K $3.15M
DWM
Wisdomtree Tr

ETFs
-366
- 6.91%
$52.54 - $56.44 $19.2K - $20.7K
4.93K $265K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-782
- 1.31%
$21.0 - $21.22 $16.4K - $16.6K
58.7K $1.24M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-2.53K
- 4.73%
$11.53 - $12.47 $29.1K - $31.5K
50.9K $633K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-49
- 0.56%
$106.61 - $117.53 $5.22K - $5.76K
8.74K $996K
D
Dominion Energy, Inc

Utilities
-124
- 1.82%
$46.86 - $53.94 $5.81K - $6.69K
6.68K $327K
PKI
Perkinelmer Inc

Healthcare
-8
- 0.21%
N/A
3.87K $468K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-149
- 1.01%
$33.42 - $37.39 $4.98K - $5.57K
14.7K $545K
MCK
Mckesson Corp

Healthcare
-3.44K
- 3.38%
$518.81 - $607.81 $1.78M - $2.09M
98.4K $57.5M
AVGO
Broadcom Inc.

Technology
-5.42K
- 12.46%
$1204.71 - $1828.87 $6.53M - $9.92M
38.1K $61.2M
WMT
Walmart Inc.

Consumer Defensive
-35.9K
- 4.07%
$58.85 - $68.9 $2.11M - $2.47M
847K $57.3M
GOOGL
Alphabet Inc.

Communication Services
-8.78K
- 2.53%
$150.53 - $185.41 $1.32M - $1.63M
339K $61.7M
Activity Summary
Buys All Purchases 458 New Holdings 334 Increased Positions 124 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email