Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: INSIGNEO ADVISORY SERVICES LLC
  City: MIAMI
  State: FL
  Zip: 33131
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $710,055,000
  Total Value Change : $218,789,000
  Securities Held Change : 48
   
All Securities Held : 436
  New Positions : 60
  Closed Positions : 19
  Increased Positions : 253
  Unchanged Positions : 37
  Decreased Positions : 86

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

   
Holdings Found : 19     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
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 435 Closed $202.29 $0 0 0% -557,000 -3,210 0    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 441 Closed $63.64 $0 0 0% -239,000 -4,240 0    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 447 Closed $245.74 $0 0 0% -434,000 -2,086 0    Closed - End Fund - E...
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 453 Closed $77.18 $0 0 0% -485,000 -7,162 0    Drug Manufacturers - ...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 440 Closed $124.24 $0 0 0% -546,000 -5,000 0    Closed - End Fund - E...
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 446 Closed $101.53 $0 0 0% -346,000 -4,275 0    Closed - End Fund - E...
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 452 Closed $179.75 $0 0 0% -225,000 -1,115 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 439 Closed $53.31 $0 0 0% -217,000 -4,563 0    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 445 Closed $222.54 $0 0 0% -434,000 -2,296 0    Closed - End Fund - E...
   (CEPU)1 Year Chart         CEPU Central Puerto Sa 451 Closed $0.00 $0 0 0% -88,000 -15,170 0    N/A
   (DKS)1 Year Chart         DKS Dicks Sporting Goods Inc 438 Closed $196.09 $0 0 0% -232,000 -2,135 0    Sporting Goods Stores
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... 444 Closed $61.97 $0 0 0% -204,000 -2,921 0    N/A
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 450 Closed $195.69 $0 0 0% -221,000 -1,230 0    Business Services
   (CIEN)1 Year Chart         CIEN Ciena Corp 437 Closed $49.10 $0 0 0% -245,000 -5,178 0    Systems, Products & D...
   (SABR)1 Year Chart         SABR Sabre Corp 443 Closed $2.85 $0 0 0% -66,000 -14,757 0    N/A
   (JETS)1 Year Chart         JETS US Global Jets ETF 449 Closed $20.63 $0 0 0% -916,000 -53,817 0    N/A
   (ITUB)1 Year Chart         ITUB Banco Itau Holding Financei... 436 Closed $6.34 $0 0 0% -351,000 -65,231 0    Foreign Money Center ...
   (PINS)1 Year Chart         PINS Pinterest, Inc. 442 Closed $42.00 $0 0 0% -250,000 -9,264 0    N/A
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 448 Closed $0.00 $0 0 0% -251,000 -9,701 0    Closed - End Fund - E...

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