Signature Wealth Management Group Portfolio Holdings
Signature Wealth Management Group
- $223 Million
- Q2 2024
Signature Wealth Management Group has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $223 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $9.65M, Ishares Ibonds Dec 2025 Term C with a value of $8.61M, Ishares Ibonds Dec 2024 Term C with a value of $7.7M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.08M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $5.41M.
Examining the 13F form we can see an increase of $982K in the current position value, from $222M to 223M.
Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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