Signature Estate & Investment Advisors LLC Purchases in Q3 2024

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
932
+ 18.58%
$39.66 - $51.75 $37K - $48.2K
5.95K $307K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
84
+ 0.71%
$43.67 - $51.82 $3.67K - $4.35K
12K $621K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.05K
+ 8.61%
$52.1 - $59.66 $54.9K - $62.8K
13.3K $786K
FIW
First Trust Water ETF

ETFs
1
+ 0.01%
$98.0 - $109.33 $98 - $109
10.3K $1.12M
D
Dominion Energy, Inc

Utilities
631
+ 9.44%
$48.01 - $58.53 $30.3K - $36.9K
7.31K $422K
KXI
Ishares Tr Global Consumer Sta

ETFs
60
+ 0.38%
$59.84 - $66.17 $3.59K - $3.97K
16K $1.05M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.45K
+ 18.73%
$25.36 - $28.37 $62K - $69.4K
15.5K $436K
EMLP
First Tr Exchange Traded Iv

ETFs
58
+ 0.21%
$30.38 - $34.0 $1.76K - $1.97K
28.2K $946K
XOM
Exxon Mobil Corp

Energy
376
+ 1.78%
$109.72 - $119.0 $41.3K - $44.7K
21.5K $2.52M
ENTX
Entera Bio Ltd.

Healthcare
47.3K
New
$1.48 - $2.14 $70K - $101K
47.3K $89K
RSP
Invesco S&P 500 Equal Weight E

ETFs
303
+ 13.8%
$162.83 - $179.16 $49.3K - $54.3K
2.5K $447K
FDL
First Tr Morningstar Dividend

ETFs
1.46K
+ 24.51%
$37.66 - $42.06 $55K - $61.4K
7.42K $311K
TRP
Tc Energy Corp

Energy
11
+ 0.13%
$37.48 - $47.9 $412 - $527
8.68K $412K
IAU
Ishares Gold Trust

ETFs
500
+ 4.92%
$44.06 - $50.5 $22K - $25.3K
10.7K $530K
VIG
Vanguard Dividend Appreciation

ETFs
543
+ 1.02%
$182.15 - $182.15 $98.9K - $98.9K
53.8K $9.79M
DVY
Ishares Tr

ETFs
1
+ 0.02%
$119.99 - $135.74 $120 - $136
5.39K $728K
SCHV
Schwab Strategic Tr Us Large C

ETFs
111
+ 1.04%
$73.43 - $80.37 $8.15K - $8.92K
10.8K $867K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
353
+ 9.52%
$119.93 - $131.26 $42.3K - $46.3K
4.06K $529K
FEX
First Tr Large Cap Core Alphde

ETFs
458
+ 11.94%
$94.21 - $104.17 $43.1K - $47.7K
4.3K $447K
PPL
Ppl Corp

Utilities
59
+ 0.43%
$27.36 - $33.08 $1.61K - $1.95K
13.7K $451K
HBAN
Huntington Bancshares Inc

Financial Services
474
+ 1.06%
$12.84 - $15.15 $6.09K - $7.18K
45.2K $664K
IVT
Inven Trust Properties Corp.

Real Estate
882
+ 6.87%
$24.41 - $29.87 $21.5K - $26.3K
13.7K $389K
VT
Vanguard Total World Stk Index

ETFs
386
+ 11.58%
$107.72 - $119.96 $41.6K - $46.3K
3.72K $445K
DUK
Duke Energy Corp

Utilities
204
+ 6.82%
$99.35 - $117.71 $20.3K - $24K
3.19K $368K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.65%
$1591.44 - $2140.1 $1.59K - $2.14K
156 $319K
VDC
Vanguard Consumer Staples ETF

ETFs
226
+ 22.85%
$201.77 - $221.32 $45.6K - $50K
1.22K $265K
KEY
Keycorp

Financial Services
317
+ 1.38%
$13.95 - $17.34 $4.42K - $5.5K
23.2K $389K
FTLS
First Tr Long/Short Equity ETF

ETFs
689
+ 3.01%
$60.73 - $63.8 $41.8K - $44K
23.6K $1.5M
DEO
Diageo PLC

Consumer Defensive
261
+ 14.45%
$120.02 - $140.77 $31.3K - $36.7K
2.07K $290K
IWR
Ishares Russell Mid Cap ETF

ETFs
9
+ 0.11%
$79.92 - $88.19 $719 - $794
8.56K $754K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.29%
$213.75 - $259.69 $1.07K - $1.3K
1.75K $433K
ADP
Automatic Data Processing Inc

Industrials
18
+ 1.29%
$233.44 - $279.45 $4.2K - $5.03K
1.42K $392K
FXU
First Tr Exchange Traded Fd Ut

ETFs
65
+ 0.65%
$32.72 - $38.48 $2.13K - $2.5K
10.1K $388K
AMD
Advanced Micro Devices Inc

Technology
321
+ 15.59%
$128.67 - $183.96 $41.3K - $59.1K
2.38K $390K
KO
Coca Cola CO

Consumer Defensive
41
+ 0.64%
$62.69 - $73.01 $2.57K - $2.99K
6.46K $464K
IYH
Ishares Tr

ETFs
119
+ 0.96%
$60.29 - $66.38 $7.17K - $7.9K
12.6K $816K
FNDF
Schwab Fundamental Intl Large

ETFs
753
+ 7.23%
$33.67 - $37.71 $25.4K - $28.4K
11.2K $417K
RWK
Invesco Exchange Traded Fd Tr

ETFs
149
+ 2.78%
$107.13 - $116.56 $16K - $17.4K
5.52K $641K
AVDV
American Centy ETF Tr Avantis

ETFs
291
+ 5.2%
$62.52 - $71.12 $18.2K - $20.7K
5.88K $415K
NFLX
Netflix Inc

Communication Services
49
+ 10.43%
$598.55 - $722.26 $29.3K - $35.4K
519 $368K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
166
+ 2.52%
$60.13 - $68.17 $9.98K - $11.3K
6.74K $456K
SYK
Stryker Corp

Healthcare
55
+ 3.92%
$315.94 - $371.96 $17.4K - $20.5K
1.46K $527K
AMGN
Amgen Inc

Healthcare
42
+ 1.15%
$309.38 - $337.38 $13K - $14.2K
3.69K $1.19M
LECO
Lincoln Electric Holdings Inc

Industrials
40
+ 0.35%
$173.3 - $211.48 $6.93K - $8.46K
11.3K $2.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.39%
$173.36 - $189.8 $1.91K - $2.09K
2.85K $541K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
242
+ 1.96%
$76.94 - $79.54 $18.6K - $19.2K
12.6K $998K
IGRO
Ishares Tr International Divid

ETFs
20
+ 0.34%
$66.7 - $75.25 $1.33K - $1.51K
5.89K $439K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35
+ 0.32%
$59.93 - $66.52 $2.1K - $2.33K
11.1K $735K
HIG
Hartford Financial Services Group, Inc.

Financial Services
21
+ 0.98%
$98.71 - $117.61 $2.07K - $2.47K
2.17K $255K
Activity Summary
Buys All Purchases 304 New Holdings 39 Increased Positions 265 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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