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Avantax Planning Partners Inc. Has $668,000 Stock Position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Avantax Planning Partners Inc. Has $668,000 Stock Position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)
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California
United-states
Miracle-mile
Charles-schwab-investment-advisory-inc
Securities-exchange-commission
Avantax-planning-partners-inc
First-foundation-advisors
Miracle-mile-advisors
Invesco
Wells-fargo-company
Avantax-planning-partners

Orion Portfolio Solutions LLC Decreases Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Orion Portfolio Solutions LLC Decreases Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)
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United-states
Envestnet-portfolio-solutions-inc
Company-profile
Manufacturers-life-insurance-company
Orion-portfolio-solutions
Wells-fargo-company
Miracle-mile-advisors
States-quality-factor
Free-report
Portfolio-solutions
Mile-advisors

TCW Group Inc. Has $97.15 Million Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)

TCW Group Inc. grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.4% during the 4th quarter, Holdings Channel reports. The firm owned 287,956 shares of the medical equipment provider’s stock after purchasing an additional 6,848 shares during the quarter. Intuitive Surgical makes up about 1.1% of TCW Group Inc.’s investment portfolio, […]

United-states
Robertw-baird
Stifel-nicolaus
Mark-brosius
Intuitive-surgical-inc
Sheaff-brock-investment-advisors
Liberty-capital-management-inc
Intuitive-surgical-company-profile
Jefferies-financial-group
Miracle-mile-advisors
Citigroup
Holdings-channel

Corient Private Wealth LLC Buys 105,755 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Corient Private Wealth LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 14.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 857,051 shares of the company’s stock after acquiring an additional 105,755 shares […]

United-states
Manufacturers-life-insurance-company
Wells-fargo-company
Miracle-mile-advisors
Corient-private-wealth
Envestnet-portfolio-solutions-inc
States-quality-factor
Free-report
Private-wealth
Portfolio-solutions
Mile-advisors

D.A. Davidson & CO. Raises Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

D.A. Davidson & CO. grew its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 48.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 68,706 shares of the exchange traded fund’s stock after purchasing an additional 22,369 shares during the […]

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Evexia-wealth
Da-davidson
Gold-shares-company-profile
Marks-wealth
Syon-capital
Gold-trust-the
A-davidson
Securities-exchange-commission
Raymond-james-associates
Free-report

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