Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Signature Wealth Management Partners LLC
  City: MONTVALE
  State: NJ
  Zip: 07645
   
Achive data
  View Filing Period:
  
 
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

                  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
   (DIS)1 Year Chart         DIS Walt Disney Co 105 Closed $103.25 $0 0 0% -440,000 -4,868 0    Entertainment - Diver...
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 104 Closed $46.55 $0 0 0% -522,000 -12,975 0    Major Airlines
   (INTC)1 Year Chart         INTC Intel Corp 103 Closed $31.83 $0 0 0% -241,000 -4,799 0    Semiconductor- Broad...
   (JMUB)1 Year Chart         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
Free Registration Required For Full Results