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Voisard Asset Management Group Inc. Invests $830,000 in JPMorgan Chase & Co. (NYSE:JPM)

Voisard Asset Management Group Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,882 shares of the financial services provider’s stock, valued at approximately $830,000. JPMorgan Chase & […]

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Marye-erdoes
Piper-sandler
Robertw-baird
Corporate-investment-bank
Consumer-community-banking
Wells-fargo-company
Nemes-rush-group
Ellevest-inc
Cooper-haims-advisors
Exchange-commission
Voisard-asset-management-group-inc

Elevate Wealth Advisory Inc. Invests $65,000 in iShares Global REIT ETF (NYSEARCA:REET)

Elevate Wealth Advisory Inc. acquired a new position in iShares Global REIT ETF (NYSEARCA:REET – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,699 shares of the company’s stock, valued at approximately $65,000. Several other institutional investors have also recently modified […]

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Capital-management
Blackrock
Elevate-wealth-advisory-inc
Cooper-haims-advisors
Wealthplan-investment-management
Securities-exchange-commission
Elevate-wealth-advisory
Shares-global
Free-report
Montgomery-scott

Matisse Capital Sells 290,148 Shares of FS Credit Opportunities Corp. (NYSE:FSCO)

Matisse Capital lessened its stake in shares of FS Credit Opportunities Corp. (NYSE:FSCO – Free Report) by 46.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 329,852 shares of the company’s stock after selling 290,148 shares during the period. […]

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Barbaraj-fouss
Keith-bethel
Fs-credit-opportunities-corp
Vista-finance
Cooper-haims-advisors
Cassaday-co-wealth-management
Securities-exchange-commission
Tyche-wealth-partners
Fs-global-advisor
First-heartland-consultants-inc
Matisse-capital

ACT Wealth Management LLC Acquires 36 Shares of Caterpillar Inc. (NYSE:CAT)

ACT Wealth Management LLC Acquires 36 Shares of Caterpillar Inc. (NYSE:CAT)
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Stifel-nicolaus
Exchange-commission
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Cornerstone-wealth-management
Securities-exchange-commission
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Wealth-management
Webster-bank
Cooper-haims-advisors
Its-construction-industries

CVA Family Office LLC Reduces Stock Position in Caterpillar Inc. (NYSE:CAT)

CVA Family Office LLC lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 4.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,881 shares of the industrial products company’s stock after selling 141 shares during the quarter. CVA Family Office LLC’s […]

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Andrew-rj-bonfield
Caterpillar-inc
Goldman-sachs-group
Cornerstone-wealth-management
Cooper-haims-advisors
Cva-family-office
Caterpillar
Its-construction-industries
Jpmorgan-chase-co
Securities-exchange-commission

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