Number of Shares
5,450
Previous 8,227 33.75%
Holding current value
$254 Million
Previous $422 Million 39.75%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

SELL
N/A
-2,777 Reduced 33.75%
5,450 $254 Million
Q2 2024

Aug 14, 2024

BUY
N/A
1,900 Added 30.03%
8,227 $392 Million
Q4 2023

Feb 14, 2024

BUY
N/A
6,327 New
6,327 $287 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.