comparemela.com

Latest Breaking News On - Family asset management - Page 3 : comparemela.com

Shepherd Financial Partners LLC Has $11.82 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Shepherd Financial Partners LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 24,750 shares of the company’s stock after acquiring an additional 2,473 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.7% of Shepherd […]

United-states
Commerce-bank
Apollon-wealth-management
Shepherd-financial-partners
Family-asset-management
Stewardship-advisors
Arvest-investments-inc
Free-report
Financial-partners
Wealth-management
Asset-management

Scotia Capital Inc. Has $6.79 Million Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Scotia Capital Inc. lessened its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 135,246 shares of the company’s stock after selling 17,603 shares during the quarter. Scotia Capital Inc.’s holdings […]

Valley-wealth-managers-inc
Tradewinds-capital-management
Scotia-capital-inc
Roof-eidam-maycock-peralta
Krilogy-financial
Family-asset-management
Scotia-capital
Ultra-short-income
Free-report
Asset-management
Eidam-maycock-peralta

iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Bought by Condor Capital Management

Condor Capital Management lifted its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 251,348 shares of the company’s stock after buying an additional 5,747 shares during […]

United-states
America
Octavia-wealth-advisors
Exchange-commission
Company-profile
Family-asset-management
Elk-river-wealth-management
Blackrock
Carmichael-hill-associates-inc
Condor-capital-management
Shares-core

iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) Shares Sold by Tradition Wealth Management LLC

Tradition Wealth Management LLC cut its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 9.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 181,559 shares of the company’s stock after selling 19,667 shares during the period. Tradition Wealth Management LLC’s holdings in iShares Core Total USD […]

Tradition-wealth-management
Blackrock
Family-asset-management
Advisors-inc
Andina-capital-management
Barclays
Wealth-partners-inc
Shares-core-total
Free-report
Wealth-management
Capital-management

Tradition Wealth Management LLC Cuts Stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Tradition Wealth Management LLC lowered its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 9.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 181,559 shares of the company’s stock after […]

Blackrock
Parkside-financial-bank
Barclays
Family-asset-management
Exchange-commission
Asset-dedication
Simplex-trading
Tradition-wealth-management
Solutions-inc
Shares-core-total
Free-report

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.