Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Signature Wealth Management Group
  City: ATLANTA
  State: GA
  Zip: 30339
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $219,810,000
  Total Value Change : $3,481,000
  Securities Held Change : 2
   
All Securities Held : 101
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 51
  Unchanged Positions : 4
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 97 Closed $61.32 $0 0 0% -583,000 -9,782 0    N/A
   (GMAR)1 Year Chart         GMAR Ft Cboe Vest Us Equity Mode... 96 Closed $0.00 $0 0 0% -585,000 -17,527 0    N/A
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 95 Closed $46.55 $0 0 0% -252,000 -6,261 0    Major Airlines
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 98 Closed $84.88 $0 0 0% -3,510,000 -41,699 0    Multi Utilities

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results