comparemela.com

Latest Breaking News On - Trevian wealth management - Page 7 : comparemela.com

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Trevian Wealth Management LLC

Trevian Wealth Management LLC cut its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 85.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,801 shares of the company’s stock after selling 83,659 shares during the quarter. Vanguard Total […]

Northeast Bank (NASDAQ:NBN) Earns Hold Rating from Analysts at StockNews com

StockNews.com started coverage on shares of Northeast Bank (NASDAQ:NBN – Get Rating) in a research report report published on Thursday morning. The brokerage issued a hold rating on the financial services provider’s stock. Northeast Bank Stock Performance NBN opened at $37.55 on Thursday. The company has a 50-day moving average of $36.05 and a 200-day […]

WD Rutherford LLC Cuts Stake in JPMorgan Chase & Co (NYSE:JPM)

WD Rutherford LLC cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,645 shares of the financial services provider’s stock after selling 825 shares during the quarter. JPMorgan Chase & Co. […]

JPMorgan Chase & Co (NYSE:JPM) Shares Acquired by Curated Wealth Partners LLC

Curated Wealth Partners LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,567 shares of the financial services provider’s stock after acquiring an additional 121 shares during the period. […]

Trevian Wealth Management LLC Has $1 89 Million Position in JPMorgan Chase & Co (NYSE:JPM)

Trevian Wealth Management LLC boosted its position in JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 484.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 14,118 shares of the financial services provider’s stock after acquiring an additional 11,703 shares during […]

© 2025 Vimarsana

vimarsana © 2020. All Rights Reserved.