comparemela.com

Latest Breaking News On - Phillips financial management - Page 1 : comparemela.com

Pathstone Holdings LLC Invests $51.36 Million in iShares MSCI EAFE Value ETF (BATS:EFV)

Pathstone Holdings LLC acquired a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 985,704 shares of the company’s stock, valued at approximately $51,355,000. Pathstone Holdings LLC owned about 0.29% of iShares MSCI EAFE […]

Australia
Pathstone-holdings
Harbor-investment-advisory
Value-index-fund
Corefirst-bank
Phillips-financial-management
Tompkins-financial-corp
Free-report
Financial-corp
Financial-management
First-bank

Elevate Wealth Advisory Inc. Invests $4.38 Million in iShares MSCI EAFE Value ETF (BATS:EFV)

Elevate Wealth Advisory Inc. acquired a new position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 83,968 shares of the company’s stock, valued at approximately $4,375,000. iShares MSCI EAFE […]

Australia
Corefirst-bank
Exchange-commission
Harbor-investment-advisory
Tompkins-financial-corp
Elevate-wealth-advisory-inc
Value-index-fund
Phillips-financial-management
Elevate-wealth-advisory
Free-report
Financial-corp

Visionary Wealth Advisors Has $4.40 Million Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Visionary Wealth Advisors decreased its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 81,730 shares of the company’s stock after selling 1,120 shares during the quarter. Visionary Wealth Advisors’ holdings […]

Raleigh-capital-management-inc
Annis-gardner-whiting-capital-advisors
Wealth-management-group
Blackrock
Company-profile
Parkside-financial-bank
Phillips-financial-management
Visionary-wealth-advisors
Shares-core-dividend-growth
Free-report
Wealth-advisor

Elevate Wealth Advisory Inc. Buys New Shares in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Elevate Wealth Advisory Inc. bought a new stake in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 4,928 shares of the company’s stock, valued at approximately $203,000. Elevate Wealth Advisory Inc. […]

Principal-securities-inc
Elevate-wealth-advisory-inc
Exchange-commission
Visionary-horizons
Phillips-financial-management
Elevate-wealth-advisory
Dimensional-inflation-protected-securities
Free-report
Wealth-advisory
Wealth-planning
Financial-management

Mmbg Investment Advisors CO. Buys Shares of 14,580 iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Mmbg Investment Advisors CO. bought a new stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 14,580 shares of the company’s stock, valued at approximately $785,000. A number of other […]

Vanguard-personalized-indexing-management
Company-profile
Mmbg-investment-advisors
Annis-gardner-whiting-capital-advisors
Blackrock
Pathstone-family-office
Securities-exchange-commission
Phillips-financial-management
Aptus-capital-advisors
Shares-core-dividend-growth
Free-report

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.