Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Safeguard Investment Advisory Group LLC
  City: Corona
  State: CA
  Zip: 92883
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $265,291,000
  Total Value Change : $35,671,000
  Securities Held Change : 6
   
All Securities Held : 101
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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

   
Holdings Found : 3     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
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc Closed $1.30 $0 0 0% -20,000 -14,224 0    Telecom Services - Do...
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS Closed $157.23 $0 0 0% -207,000 -1,620 0    Closed - End Fund - E...
   (SLQD)1 Year Chart         SLQD iShares 0-5 Year Investment... Closed $49.17 $0 0 0% -240,000 -5,000 0    N/A

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