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Aspire Private Capital LLC Purchases 1,287 Shares of iShares U S Technology ETF (NYSEARCA:IYW)

Aspire Private Capital LLC boosted its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 66.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,231 shares of the exchange traded fund’s stock after acquiring an additional 1,287 shares […]

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Sigma Planning Corp Makes New $14 22 Million Investment in FT Vest U S Equity Buffer ETF – December (BATS:FDEC)

Sigma Planning Corp bought a new position in FT Vest U.S. Equity Buffer ETF – December (BATS:FDEC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 364,811 shares of the company’s stock, valued at approximately $14,224,000. FT […]

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Alphabet Inc (NASDAQ:GOOG) Stock Holdings Lifted by Aurora Private Wealth Inc

Aurora Private Wealth Inc. grew its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,596 shares of the information services provider’s stock after purchasing an additional 310 shares during the […]

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Oakworth Capital Inc Makes New $326,000 Investment in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT)

Oakworth Capital Inc Makes New $326,000 Investment in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT)
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Death Of A Client s Spouse Can Trigger Tax Changes Beyond Filing Status

Death Of A Client s Spouse Can Trigger Tax Changes Beyond Filing Status
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