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
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.34K
- 23.03%
N/A
4.46K $0
APLE
Apple Hospitality Reit, Inc.

Real Estate
-371
- 2.11%
$13.7 - $15.35 $5.08K - $5.69K
17.2K $255K
HEIA
Heico Crp Cl A
-2
- 0.16%
N/A
1.27K $0
First Tr Exchng Traded Fd Vi
-5.37K
- 38.61%
N/A
8.53K $0
JGRO
J P Morgan Exchange Traded Fd
-656
- 2.56%
N/A
25K $0
Labcorp Holdings Inc
-4.84K
- 34.69%
N/A
9.1K $0
TLRY
Tilray Brands, Inc.

Healthcare
-96
- 0.55%
$1.62 - $2.03 $156 - $195
17.4K $30K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-144
- 4.69%
$91.37 - $101.65 $13.2K - $14.6K
2.93K $297K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-377
- 2.65%
$51.58 - $53.79 $19.4K - $20.3K
13.8K $742K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-547
- 6.18%
$33.88 - $36.77 $18.5K - $20.1K
8.3K $302K
SCHO
Schwab Short Term Us Treasury

ETFs
-452
- 1.36%
$47.93 - $49.06 $21.7K - $22.2K
32.9K $1.61M
AME
Ametek Inc

Industrials
-15
- 0.74%
$152.74 - $176.01 $2.29K - $2.64K
2K $343K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-6
- 0.1%
$42.73 - $44.94 $256 - $270
5.83K $262K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-511
- 5.59%
$39.47 - $49.4 $20.2K - $25.2K
8.64K $410K
PPG
Ppg Industries Inc

Basic Materials
-21
- 1.14%
$118.32 - $134.55 $2.48K - $2.83K
1.82K $240K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-832
- 7.84%
$104.5 - $114.97 $86.9K - $95.7K
9.78K $1.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
-932
- 5.74%
$56.47 - $63.69 $52.6K - $59.4K
15.3K $963K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-512
- 6.19%
$45.78 - $51.72 $23.4K - $26.5K
7.76K $396K
KMI
Kinder Morgan, Inc.

Energy
-500
- 4.33%
$19.72 - $22.22 $9.86K - $11.1K
11K $244K
BFK
Blackrock Municipal Income Trust

Financial Services
-1.94K
- 1.89%
$10.04 - $10.7 $19.5K - $20.8K
101K $1.07M
SBUX
Starbucks Corp

Consumer Cyclical
-1.01K
- 17.05%
$72.51 - $98.6 $73.5K - $100K
4.93K $481K
TSCO
Tractor Supply CO

Consumer Cyclical
-1
- 0.11%
$251.95 - $290.93 $252 - $291
922 $268K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-87
- 1.7%
$74.85 - $82.2 $6.51K - $7.15K
5.02K $407K
IVE
Ishares S&P 500 Value ETF

ETFs
-103
- 3.74%
$181.06 - $197.17 $18.6K - $20.3K
2.65K $522K
IEFA
Ishares Tr

ETFs
-991
- 5.26%
$70.09 - $78.74 $69.5K - $78K
17.9K $1.39M
OKE
Oneok Inc

Energy
-40
- 1.27%
$78.62 - $95.27 $3.14K - $3.81K
3.11K $282K
RDVY
First Trust Rising Dividend Ac

ETFs
-961
- 5.1%
$53.68 - $59.24 $51.6K - $56.9K
17.9K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
-260
- 2.96%
$57.47 - $62.76 $14.9K - $16.3K
8.51K $533K
TDVG
T Rowe Price Exchange Traded F

Technology
-1.05K
- 3.57%
$37.87 - $40.96 $39.8K - $43K
28.4K $1.16M
V
Visa Inc.

Financial Services
-91
- 2.06%
$253.74 - $291.56 $23.1K - $26.5K
4.32K $1.19M
FPX
First Trust Us Equity Opportun

ETFs
-993
- 7.45%
$92.33 - $110.55 $91.7K - $110K
12.3K $1.36M
MDT
Medtronic PLC

Healthcare
-90
- 2.1%
$76.84 - $91.03 $6.92K - $8.19K
4.19K $377K
ITA
Ishares Tr

ETFs
-258
- 5.54%
$131.58 - $149.64 $33.9K - $38.6K
4.4K $657K
FDN
First Tr Fd Dow Jones

ETFs
-53
- 0.67%
$183.68 - $212.48 $9.74K - $11.3K
7.85K $1.66M
ALL
Allstate Corp

Financial Services
-5
- 0.3%
$158.43 - $192.86 $792 - $964
1.66K $313K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-20
- 0.33%
$58.35 - $66.29 $1.17K - $1.33K
6.06K $401K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-307
- 2.93%
$64.57 - $71.76 $19.8K - $22K
10.2K $729K
ABT
Abbott Laboratories

Healthcare
-183
- 2.52%
$100.07 - $118.13 $18.3K - $21.6K
7.07K $806K
DHR
Danaher Corp

Healthcare
-4
- 0.21%
$239.25 - $280.76 $957 - $1.12K
1.92K $534K
VOT
Vanguard Mid Cap Growth Index

ETFs
-240
- 2.91%
$218.05 - $243.47 $52.3K - $58.4K
8.01K $1.95M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-250
- 0.85%
$37.37 - $41.82 $9.34K - $10.5K
29K $1.2M
TFC
Truist Financial Corp

Financial Services
-80
- 0.49%
$38.22 - $44.94 $3.06K - $3.6K
16.4K $701K
MOTI
Vaneck Morningstar Internation

ETFs
-93
- 0.5%
$30.71 - $35.45 $2.86K - $3.3K
18.6K $650K
TT
Trane Technologies PLC

Industrials
-8
- 0.7%
$314.21 - $388.71 $2.51K - $3.11K
1.14K $443K
IGF
Ishares Global Infrastructure

ETFs
-194
- 1.6%
$47.97 - $54.56 $9.31K - $10.6K
11.9K $650K
VPU
Vanguard Utilities ETF

ETFs
-35
- 1.21%
$146.64 - $174.54 $5.13K - $6.11K
2.86K $497K
HDV
Ishares Core High Dividend ETF

ETFs
-13
- 0.15%
$107.62 - $118.76 $1.4K - $1.54K
8.77K $1.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-335
- 1.13%
$53.41 - $57.9 $17.9K - $19.4K
29.4K $1.7M
BNDX
Vanguard Total International B

ETFs
-89
- 0.15%
$48.42 - $50.35 $4.31K - $4.48K
58.4K $2.94M
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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