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Madison Wealth Partners Inc Takes $300,000 Position in Citigroup Inc. (NYSE:C)

Madison Wealth Partners Inc purchased a new stake in shares of Citigroup Inc. (NYSE:C – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 5,834 shares of the company’s stock, valued at approximately $300,000. Several other institutional investors have also recently made changes to their positions in C. Navellier & Associates Inc. increased […] ....

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Taylor Financial Group Inc. Takes $2.43 Million Position in Oracle Co. (NYSE:ORCL)

Taylor Financial Group Inc. acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 22,999 shares of the enterprise software provider’s stock, valued at approximately $2,425,000. Oracle accounts for 2.0% of Taylor Financial Group Inc.’s investment […] ....

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Voisard Asset Management Group Inc. Invests $830,000 in JPMorgan Chase & Co. (NYSE:JPM)

Voisard Asset Management Group Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,882 shares of the financial services provider’s stock, valued at approximately $830,000. JPMorgan Chase & […] ....

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Midland Wealth Advisors LLC Invests $179.81 Million in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Midland Wealth Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 376,455 shares of the company’s stock, valued at approximately $179,806,000. iShares Core S&P 500 ETF […] ....

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Midland Wealth Advisors LLC Acquires Shares of 25,712 Oracle Co. (NYSE:ORCL)

Midland Wealth Advisors LLC acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 25,712 shares of the enterprise software provider’s stock, valued at approximately $2,711,000. A number of other […] ....

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