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Black Diamond Financial LLC Acquires 427 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Black Diamond Financial LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,730 shares of the financial services provider’s stock after purchasing an additional 427 shares during the period. Black Diamond […]

Douglasb-petno
Stacey-friedman
Societe-generale
Oxler-private-wealth
Lakes-capital-management
Sanford-advisory-services
Morgan-stanley
Jpmorgan-chase-co
Karpas-strategies
Credit-suisse-group
Gould-asset-management
Odeon-capital-group

Summit Asset Management LLC Purchases 4,402 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Summit Asset Management LLC grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 1.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 331,642 shares of the company’s stock after purchasing an additional 4,402 shares during the period. Schwab U.S. Large-Cap […]

Dow-jones
Diamond-financial
Hightower-advisors
Summit-asset-management
Us-capital-wealth-advisors
Portfolio-review-corp
Capital-management
S-capital-wealth-advisors
Cap-growth
Free-report
Asset-management
Tower-advisors

Black Diamond Financial LLC Makes New $247,000 Investment in NVIDIA Co. (NASDAQ:NVDA)

Black Diamond Financial LLC purchased a new position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 888 shares of the computer hardware maker’s stock, valued at approximately $247,000. Other hedge funds have also recently […]

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United-states
China
Quadro-nvidia-rtx-gpus
John-dabiri
Robertw-baird
Geforce-gpus
Marka-stevens
Nasdaq
Centurion-wealth-management
Nvidia
Opal-wealth-advisors

Black Diamond Financial LLC Sells 295 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Black Diamond Financial LLC trimmed its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 0.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 137,628 shares of the company’s stock after selling 295 shares […]

Dow-jones
Exchange-commission
Diamond-financial
Grey-fox-wealth-advisors
Retirement-group
Ridgewood-investments
Black-diamond-financial
Free-report
Fox-wealth-advisors
Cap-total-stock-market
Cap-total-stock-market-index
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Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) is Black Diamond Financial LLC's 5th Largest Position

Black Diamond Financial LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 14.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 212,592 shares of the company’s stock after acquiring an […]

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Avantax-planning-partners-inc
Exchange-commission
Moneta-group-investment-advisors
Sei-investments-co
Envestnet-asset-management-inc
Mather-group
Diamond-financial
Black-diamond-financial
Cap-value
Free-report
Group-investment-advisors

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