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Advisor OS LLC Has $501,000 Stake in Duke Energy Co (NYSE:DUK)

Advisor OS LLC Has $501,000 Stake in Duke Energy Co (NYSE:DUK)
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United statesJulias jansonAvantax advisory services incDuke energy price performanceSt source bankNews ratings for duke energy dailyDuke energyPartnership wealth managementWells fargo companyDuke energy announces dividendQuarter for duke energyDuke energy company profileDuke energy coProvidence first trust coIeq capitalSecurities exchange commission

Meta Platforms, Inc (NASDAQ:META) is Kessler Investment Group LLC s 8th Largest Position

Meta Platforms, Inc (NASDAQ:META) is Kessler Investment Group LLC s 8th Largest Position
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Jennifer newsteadNicholas cleggMackenzie financial corpExchange commissionBrighton jonesMeta platforms incKessler investment groupCanaccord genuity groupProvidence first trust coWealth strategies groupWells fargo companyMeta platforms company profileMeta platformsFree reportInvestment groupFinancial corp

Meta Platforms, Inc (NASDAQ:META) is Kessler Investment Group LLC s 8th Largest Position

Meta Platforms, Inc (NASDAQ:META) is Kessler Investment Group LLC s 8th Largest Position
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Nicholas cleggJennifer newsteadWells fargo companyMeta platforms company profileWealth strategies groupProvidence first trust coCanaccord genuity groupKessler investment groupMeta platforms incBrighton jonesExchange commissionMackenzie financial corpMeta platformsFree reportInvestment groupFinancial corp

One Charles Private Wealth Services LLC Sells 9,458 Shares of Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT)

One Charles Private Wealth Services LLC trimmed its stake in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) by 55.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,687 shares of the exchange traded fund’s stock after selling 9,458 […]

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iShares MSCI USA Quality Factor ETF (BATS:QUAL) Sets New 12-Month High at $154 65

iShares MSCI USA Quality Factor ETF (BATS:QUAL – Get Free Report)’s stock price hit a new 52-week high during trading on Monday . The company traded as high as $154.65 and last traded at $154.15, with a volume of 1646147 shares changing hands. The stock had previously closed at $154.30. iShares MSCI USA Quality Factor […]

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