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Company Main View
Name:
Safeguard Investment Advisory Group LLC
City:
Corona
State:
CA
Zip:
92883
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$294,455,000
Total Value Change :
$29,164,000
Securities Held Change :
3
All Securities Held :
104
New Positions
:
7
Closed Positions
:
4
Increased Positions
:
24
Unchanged Positions
:
6
Decreased Positions
:
67
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Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
C
Citigroup Inc
108
Closed
$61.77
$0
0
0%
-202,000
-3,922
0
Domestic Money Center...
MMM
3M Co
107
Closed
$99.06
$0
0
0%
-246,000
-2,248
0
Conglomerates
AMGN
Amgen Inc
106
Closed
$307.38
$0
0
0%
-212,000
-737
0
Biotechnology
DIA
Diamonds Trust
105
Closed
$388.53
$0
0
0%
-205,000
-545
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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