Signature Wealth Management Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Signature Wealth Management Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$96.75 - $99.37 $64,629 - $66,379	-668 Reduced 23.94%	2,122 $207,000
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $641 - $697	7 Added 0.25%	2,790 $276,000
Q3 2023 Oct 23, 2023	BUY	$93.85 - $98.43 $27,873 - $29,233	297 Added 11.95%	2,783 $261,000
Q2 2023 Jul 24, 2023	BUY	$97.49 - $100.53 $242,360 - $249,917	2,486 New	2,486 $243,000
Q1 2021 May 14, 2021	SELL	$113.42 - $118.04 $374,512 - $389,768	-3,302 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $386,532 - $391,022	3,302 New	3,302 $390,000

1,968

1.07B

115K

548K

Get notified when there are updates to the investment portfolio of Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.