Signature Estate & Investment Advisors LLC Sells in Q3 2024

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-5.65K
- 25.74%
$37.42 - $44.1 $212K - $249K
16.3K $706K
VBK
Vanguard Small Cap Growth ETF

ETFs
-772
- 15.47%
$240.48 - $267.94 $186K - $207K
4.22K $1.13M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-207
- 5.0%
$211.47 - $281.27 $43.8K - $58.2K
3.93K $964K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.39K
- 18.59%
$99.14 - $109.18 $138K - $152K
6.09K $664K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.8K
- 7.33%
$26.82 - $30.58 $48.2K - $54.9K
22.7K $638K
BP
Bp PLC

Energy
-683
- 4.32%
$30.78 - $37.05 $21K - $25.3K
15.1K $475K
GS
Goldman Sachs Group Inc

Financial Services
-330
- 19.2%
$459.02 - $510.25 $151K - $168K
1.39K $687K
DVYE
Ishares Emerging Markets Divid

ETFs
-5.44K
- 11.98%
$25.71 - $29.05 $140K - $158K
40K $1.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-696
- 2.45%
$434.77 - $502.96 $303K - $350K
27.7K $13.5M
KAPR
Innovator U.S. Small Cap Power

ETFs
-3.21K
- 27.16%
$30.54 - $32.65 $98.2K - $105K
8.62K $279K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-2.91K
- 28.12%
$29.08 - $31.84 $84.5K - $92.5K
7.43K $234K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.18K
- 11.34%
$96.25 - $101.98 $113K - $120K
9.2K $931K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.15K
- 13.44%
$69.31 - $77.34 $218K - $243K
20.3K $1.55M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-172
- 3.17%
$169.92 - $205.38 $29.2K - $35.3K
5.25K $1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.02K
- 8.31%
$54.38 - $59.77 $164K - $180K
33.3K $1.97M
IXN
Ishares Global Information Tec

ETFs
-459
- 0.61%
$73.0 - $87.81 $33.5K - $40.3K
74.2K $6.12M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.15K
- 12.59%
$33.3 - $35.24 $71.6K - $75.8K
14.9K $525K
PFE
Pfizer Inc

Healthcare
-2.56K
- 11.96%
$27.7 - $31.39 $70.9K - $80.3K
18.8K $545K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.79K
- 18.9%
$33.61 - $35.94 $60.2K - $64.3K
7.68K $275K
FSK
Fs Kkr Capital Corp

Financial Services
-2.39K
- 14.2%
$18.74 - $20.43 $44.8K - $48.8K
14.4K $284K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-1.03K
- 24.32%
$74.95 - $85.33 $77.3K - $88.1K
3.21K $272K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.02K
- 17.17%
$32.04 - $37.11 $64.8K - $75.1K
9.77K $355K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-2.59K
- 15.66%
$19.72 - $20.73 $51.2K - $53.8K
14K $288K
FTCS
First Trust Capital Strength E

ETFs
-4.21K
- 8.3%
$83.58 - $90.94 $352K - $383K
46.5K $4.22M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.23K
- 16.25%
$34.72 - $36.88 $42.8K - $45.5K
6.36K $234K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-752
- 14.18%
$75.63 - $84.89 $56.9K - $63.8K
4.55K $383K
TIP
Ishares Tr Tips Bd ETF

ETFs
-643
- 6.16%
$105.92 - $110.83 $68.1K - $71.3K
9.8K $1.08M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-1.25K
- 8.55%
$43.21 - $46.51 $53.8K - $58K
13.3K $619K
WST
West Pharmaceutical Services Inc

Healthcare
-32
- 4.34%
$277.16 - $333.3 $8.87K - $10.7K
705 $211K
IDV
Ishares Tr

ETFs
-2.44K
- 14.04%
$27.62 - $30.64 $67.5K - $74.9K
15K $452K
UNH
Unitedhealth Group Inc

Healthcare
-532
- 14.12%
$488.01 - $604.18 $260K - $321K
3.24K $1.89M
IEF
Ishares Barclays

ETFs
-822
- 6.25%
$92.67 - $99.14 $76.2K - $81.5K
12.3K $1.21M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-12
- 0.05%
$85.84 - $85.84 $1.03K - $1.03K
25.4K $2.18M
XLK
Technology Sector Spdr

ETFs
-59
- 2.94%
$197.34 - $237.68 $11.6K - $14K
1.95K $440K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
-2.14K
- 16.37%
$11.34 - $12.46 $24.2K - $26.6K
10.9K $135K
ICLN
Ishares

ETFs
-2.72K
- 13.69%
$13.26 - $14.77 $36K - $40.1K
17.1K $251K
BAC
Bank Of America Corp

Financial Services
-284
- 2.57%
$36.65 - $44.13 $10.4K - $12.5K
10.8K $427K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-373
- 7.15%
$74.26 - $78.84 $27.7K - $29.4K
4.85K $379K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-313
- 10.18%
$75.32 - $84.37 $23.6K - $26.4K
2.76K $230K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-2.05K
- 5.4%
$20.82 - $22.27 $42.6K - $45.5K
35.9K $798K
COST
Costco Wholesale Corp

Consumer Defensive
-101
- 4.48%
$801.83 - $917.05 $81K - $92.6K
2.15K $1.91M
GE
General Electric CO

Industrials
-820
- 16.41%
$156.66 - $189.66 $128K - $156K
4.18K $787K
MS
Morgan Stanley

Financial Services
-551
- 7.11%
$92.07 - $106.96 $50.7K - $58.9K
7.2K $750K
DKNG
Draft Kings Inc.

Consumer Cyclical
-237
- 3.59%
$29.85 - $41.1 $7.07K - $9.74K
6.37K $249K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-39
- 0.6%
N/A
6.45K $417K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-247
- 5.64%
$52.27 - $60.45 $12.9K - $14.9K
4.13K $245K
ADI
Analog Devices Inc

Technology
-11
- 1.14%
$200.56 - $243.33 $2.21K - $2.68K
955 $219K
Jacobs Solutions Inc
-8.11K
- 38.31%
N/A
13.1K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-327
- 3.14%
N/A
10.1K $0
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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