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Dakota Wealth Management Makes New $2 88 Million Investment in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI)

Dakota Wealth Management bought a new position in shares of SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) during the first quarter, Holdings Channel reports. The firm bought 101,367 shares of the company’s stock, valued at approximately $2,879,000. Other hedge funds also recently made changes to their positions in the company. Simplicity Wealth LLC […]

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Are Managed Accounts the Best Answer to Retirement Readiness? Michael Chard, President of ProManage, Says Yes, Explains Why

Are Managed Accounts the Best Answer to Retirement Readiness? Michael Chard, President of ProManage, Says Yes, Explains Why
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Independent Advisor Alliance Has $23 53 Million Stock Position in Chevron Co (NYSE:CVX)

Independent Advisor Alliance raised its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 157,779 shares of the oil and gas company’s stock after acquiring an additional 4,752 […]

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Main Street Financial Solutions LLC Purchases 217 Shares of Chevron Co (NYSE:CVX)

Main Street Financial Solutions LLC increased its holdings in Chevron Co. (NYSE:CVX – Free Report) by 1.3% during the 4th quarter, Holdings Channel reports. The firm owned 16,631 shares of the oil and gas company’s stock after buying an additional 217 shares during the period. Main Street Financial Solutions LLC’s holdings in Chevron were worth […]

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First Heartland Consultants Inc Sells 504 Shares of Pacer Trendpilot 100 ETF (NASDAQ:PTNQ)

First Heartland Consultants Inc. trimmed its stake in shares of Pacer Trendpilot 100 ETF (NASDAQ:PTNQ – Free Report) by 11.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,037 shares of the company’s stock after selling 504 shares during the quarter. First Heartland […]

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