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CENTRAL TRUST Co lifted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 0.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 78,405 shares of the credit-card processor’s stock after purchasing an additional 308 shares during the quarter. […] ....
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 […] ....
Dakota Wealth Management raised its position in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 520.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 62,714 shares of the company’s stock after buying an additional 52,610 shares during […] ....
Dakota Wealth Management raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 27.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 181,306 shares of the financial services provider’s stock after buying an additional 39,410 shares during the quarter. JPMorgan […] ....
Dakota Wealth Management boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 36.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 44,750 shares of the company’s stock after purchasing an additional 11,838 shares during the period. […] ....