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Company Main View
Name:
Signature Wealth Management Partners LLC
City:
MONTVALE
State:
NJ
Zip:
07645
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 :
$122,876,000
Total Value Change :
$8,658,000
Securities Held Change :
6
All Securities Held :
101
New Positions
:
8
Closed Positions
:
4
Increased Positions
:
24
Unchanged Positions
:
24
Decreased Positions
:
45
Download
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
DIS
Walt Disney Co
105
Closed
$103.25
$0
0
0%
-440,000
-4,868
0
Entertainment - Diver...
DAL
Delta Air Lines Inc
104
Closed
$46.55
$0
0
0%
-522,000
-12,975
0
Major Airlines
INTC
Intel Corp
103
Closed
$31.83
$0
0
0%
-241,000
-4,799
0
Semiconductor- Broad...
JMUB
Jpmorgan Municipal Etf
102
Closed
$0.00
$0
0
0%
-474,000
-9,305
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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