Signature Estate & Investment Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025
Number of Shares
79,101
Previous 59,806 32.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
BUY
N/A
19,295 Added 32.26%
79,101 $0
Q4 2024

Feb 11, 2025
BUY
N/A
28,917 Added 93.62%
59,806 $0
Q3 2024

Nov 06, 2024
BUY
N/A
18,805 Added 155.62%
30,889 $0
Q2 2024

Jul 25, 2024
BUY
N/A
12,084 New
12,084 $0
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email