Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGNET INVESTMENT ADVISORY GROUP INC | 01-25-2024 | 12-31-2023 | 66 | 166,157,590 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GENERAL MLS INC | COM | 51 | $1,200,067 | 18,423 | 0.00 | 0.00 | 90 | 0.49 | 12-31-2023 |
SCHWAB CHARLES CORP | COM | 52 | $1,155,015 | 16,788 | 0.00 | 0.00 | -466 | -2.70 | 12-31-2023 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 53 | $1,138,981 | 14,961 | 0.00 | 0.00 | 52 | 0.35 | 12-31-2023 |
COSTCO WHSL CORP NEW | COM | 54 | $1,008,603 | 1,528 | 0.00 | 0.00 | -24 | -1.55 | 12-31-2023 |