Sgl Investment Advisors, Inc. Purchases in Q3 2024

Sgl Investment Advisors, Inc.

  • $195 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
9.59K
New
$21.61 - $22.87 $207K - $219K
9.59K $210M
V
Visa Inc.

Financial Services
675
New
$253.74 - $291.56 $171K - $197K
675 $208M
CACI
Caci International Inc

Technology
415
New
$427.76 - $427.76 $178K - $178K
415 $204M
MCD
Mcdonalds Corp

Consumer Cyclical
676
New
$245.82 - $304.51 $166K - $206K
676 $202M
DIS
Walt Disney CO

Communication Services
1.85K
New
$85.6 - $98.61 $158K - $182K
1.85K $202M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.35K
New
$73.43 - $80.37 $539K - $590K
7.35K $200M
Activity Summary
Buys All Purchases 106 New Holdings 106 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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